portrait of Kevin Neaves
FINANCIAL ADVISOR

Kevin Neaves

CFP®, ChFC®, CPWA®, CIMA®, CEPA®, CFA®, RICP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, AWMA™, SE-AWMA™, CRPS™, CSRIC®
825 Third Avenue Suite 2500, New York, NY 10022opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Corporate Executives
  • Intergenerational Planning
  • LGBTQ+ Finances
  • Sustainable investing
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CIMA®

    Certified Investment Management Analyst®

  • CEPA®

    Certified Exit Planning Advisor®

  • CFA®

    Chartered Financial Analyst®

  • RICP®

    Retirement Income Certified Professional®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • ADPA™

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA™

    Accredited Wealth Management Advisor™

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Running
  • Volunteering
  • Tennis
  • Traveling
  • Social Responsibility

Team Members

  • Jenna Ross
    Sr. Branch Office Administrator
  • Michelle Ge
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(212) 204-2994

Office Address

825 Third Avenue Suite 2500
New York, NY 10022opens in a new window

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