Kevin McGrath

About Kevin McGrath

McGrath Consulting helps families and individuals, especially those with special needs, plan for near term and lifelong goals. We provide objective advice to trustees, attorneys, accountants and allied professionals, helping them effectively serve their clients.We take a team approach simplifying the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex planning and financial needs with a commitment to understanding your goals, wherever you are in life. Our clients benefit from proactive service, including: intergenerational planning, prompt response and scheduled monthly contacts with quarterly performance reviews. Relationships are highlighted by financial planning, special needs planning, investment management and fiduciary support for trustees and conservators.Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments, making sense out of all the moving parts of your finances. Consulting on more than $1 billion dollars of client assets, we draw on over 25 years of consulting experience as well as the depth and breadth of UBS\' global resources to customize wealth management solutions for you.#SpecialNeedsPlanning #SpecialNeeds #Disability are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Certified Financial Plannertm Chartered Special Needs Consultant

   UBS

   Mar 2005 — Present · Atlanta, GA, US

   The core of planning is communication and educating clients and allied professionals about concepts and strategies.McGrath Consulting is available to provide presentations on financial planning, special needs planning, elder care planning and fiduciary responsibilities.

Education

• University of South Carolina

  B.S.

  1974 — 1978

• Academy of Special Needs Planners

  Special Needs Planning

  2016

• CFP Board

  CERTIFIED FINANCIAL PLANNER™

  2005

• The American College for Financial Services

  Chartered Special Needs Consultant® (ChSNC®)

  2018

Skills

• Investment Advisory Services
• Special Needs Planning
• Retirement Planning
• Conservatorships
• Cash Management
• Certified Financial Planner
• Trust Services
• Life Insurance
• Certified Finacial Planner (Tm)
• Fixed Annuities
• Risk Management
• Estate Planning
• Disability Insurance
• Retirement Plan Consulting
• Retirement Income Strategies
• Fiduciary Services
• Fundraising
• Donor Advised Funds
• Goals Based Investing
• Multiple Employer Plans (Mep)
• Long Term Care Insurance
• Portfolio Management
• Loans
• Philanthropy
• Wealth Management
• Investment Management
• Variable Annuities
• Financial Planning
• Mortgage Lending
• Qualified Retirement Plans
• College Education Planning