Kevin L. Jackson, CFP® | Director, Private Wealth Advisor

Kevin Jackson is a Director and Private Wealth Advisor with LRG Wealth Advisors. Kevin has spent the past 20 years in the finance industry and was with the Private Wealth Management divisions of Merrill Lynch prior to he and his team joining Hightower. He focuses on the development and implementation of a broad range of wealth management strategies for high-net-worth individuals, families, trusts, estates, small businesses, and various non-profits.

Mr. Jackson’s goal is to thoroughly understand clients’ financial priorities, their current situation, and future objectives, as well as address potential concerns. He creates customized investment strategies designed to help him them achieve both their financial and life goals. Mr. Jackson prides himself on following a disciplined wealth management process that allows him the flexibility to adapt to a rapidly changing economic climate. Ultimately, he wants to organize and simplify his clients’ financial lives, so they can focus on the things they are passionate about.

Kevin graduated from Boston College with a double major in Political Science and Communications. He also holds his CERTIFIED FINANCIAL PLANNER^®) designation, as well as his Series 7, Series 66, and life and health insurance licenses. Beyond his professional endeavors, Kevin is deeply involved in his community. He is active in his church, serves on their finance committee with The Fuller Center for Housing, and he contributes as an advisor with the Ambassadors Circle for the Boys and Girls Club of Harlem.

An avid cyclist, Kevin values time spent with family and friends. He currently resides in Westchester County, New York, alongside his wife and two children.