Kevin M. Smith, CFP®

President

 

With over 15 years in the financial planning and wealth management industry, Kevin founded Northern Peak Wealth Management in June 2015, and affiliated through LPL Financial and Flagship Harbor Advisors to support his efforts in providing top quality investment guidance and highly individualized financial planning to individuals and families. Kevin also works extensively with companies of all sizes to provide competitive retirement plans and deferred compensation benefits to their employees. Kevin has held his CERTIFIED FINANCIAL PLANNER™ certification for nearly 10 years, which is the recognized standard of excellence for personal financial planning in the industry. Kevin's knowledge and expertise of personal financial planning and the corporate benefit markets allows him to work with clients on all aspects of the financial planning process.

Prior to forming Northern Peak Wealth Management, Kevin was a partner with The Ketchen Smith Group from July 2009 through June 2015. During that period, Kevin worked with two Wall Street firms, Morgan Stanley (July 2009 – October 2013) and UBS Financial Services (October 2013 –June 2015) where he focused on asset allocation, investment strategies and comprehensive wealth management plans for high net worth individuals, corporate executives, and organizations . Prior to that, Kevin worked for three years as a Regional Sales Director for The Hartford where he worked with The Hartford Retirement Plans Group 401(k) platform and corporations throughout New England. Kevin began his career in June 1999 with Bear, Stearns & Companies, Inc. in Boston, MA where he specialized in working with business owners and non-profit organizations on employee benefit plans, and with families and individuals on their personal wealth management needs.

Kevin graduated Villanova University in May 2000 with a Bachelor of Science from the school of Commerce and Finance. He graduated with a major in finance and a minor in communications.

Kevin spends his free time with his wife and daughters in North Andover, MA. He enjoys traveling, skiing, playing golf, and giving back to his community. As a Ouimet Scholarship Alumni, Kevin works with the Ouimet Scholarship to interview potential Ouimet Scholars each year who dedicated part of their young lives working in golf.