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

Kevin Jackson

Kevin Jackson began his career in the financial services industry in 2005 and was with the Private Wealth Management divisions of Merrill Lynch prior to joining Hightower with LRG Wealth Advisors. 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.

He has earned the right to use the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds Series 7, 63, 66 securities licenses, and is life and health insurance licensed.
Mr. Jackson earned his Bachelor of the Arts degree at Boston College in Political Science and Communications.

He and his wife, Gaye, live in Westchester County with their children Ava and Logan. He is actively involved in his church, volunteers for The Fuller Center for Housing and serves a mentor for entrepreneurs with the Global Leadership Coalition. He enjoys spending most of his free time with family and friends.

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