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Kevin McPhee

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After graduating with a double major in marketing and finance from the University of South Florida, Kevin McPhee headed to Wall Street to begin his career in the financial industry. Although he started out on the brokerage side of the business, he later migrated into wealth management as a registered investment advisor (RIA). Today, he has garnered over 30 years of experience in finance and continues to work as an RIA at Kestra Investment Services as well as serving as Senior Vice President of wealth management for The Private Client Group at Coastline Wealth Management.

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At Coastline Wealth Management, Kevin’s primary responsibility is to work with high-net-worth clients in three different stages of life: investing and accumulation, retirement, and legacy planning. He explains, “Most of my clients are already affluent, having achieved a tremendous amount of success in the business world. Our goal is not only to expand our client’s wealth but also, to preserve their assets by having their money take advantage of different tax laws, preserving capital, and to benefit from the rules of compounding and dividend reinvesting.”

 

Kevin also manages assets on behalf of charitable organizations, foundations, unions, and corporations. He explains, “I act as a fiduciary, constantly putting the needs and solutions of the clients first in working under the scope of the ERISA laws and defined contribution plans.” For instance, as an RIA, he offers solutions in wealth management, utilizing syndicate types of transactions, which include but are not limited to initial public offerings and secondaries. Kevin says that his motto has always been that “it’s not how much money you make but in utilizing specific risk management strategies and tax advantaged investments it is how much money you keep, how hard it works for you, and how many charities and generations will benefit from a concerted effort.”

 

Kevin’s ideology directly aligns with the company he represents. With a proven track record of delivering exceptional financial services to high-net-worth clients, Kevin McPhee’s expertise and dedication further strengthen Coastline’s commitment to excellence.  Here, clients directly benefit from a team of highly qualified professionals, including Chartered Financial Analysts (CFA), Certified Public Accountants (CPA), Pension Specialists, and Insurance and Estate Planning Specialists.  This diverse range of expertise ensures the ultra-high net worth and corporate clients receive comprehensive and tailored financial solutions to meet their unique needs and goals.

 

According to Kevin Kestra Investment Services is among a boutique group of highly rated investment banks which has been recognized time and again for its financial strength, market leadership, and philanthropic work. In fact, the company manages approximately $150 billion in assets. Investing in the markets is not effective with a one size fits all strategy.  With direct access to countless analysts Kevin prides himself on building and structuring intelligent allocations, modeled portfolios tailored specifically for each client’s objective, tolerance for risk, time horizon and legacy planning. 

 

In working one-on-one with his clients and their lawyers and accountants, Kevin institutes a long-term investment management approach designed to seek competitive performance, while providing unparalleled personal service within a strong risk management framework.  He specializes in strategic personalized portfolio management, all the while utilizing a broad array of investment strategies across traditional and alternative asset classes. Furthermore, on the private equity/venture capital sides, they were early investors in unicorns such as Facebook, Zscaler, and Airbnb.

 

Like the successful companies he represents, Kevin has also obtained numerous achievements. He has earned his Series 6, 7, 63, 66, and SIE licenses, in addition to both life health and annuities licenses. Also, while working with some of the largest financial institutions, he has consistently been awarded with various platinum advisor designations.

 

Contact:

Kevin McPhee

Registered Investment Advisor & Director of Wealth Management

Coastline Wealth Management

7600 Jericho Turnpike Suite #302 Woodbury, NY 11797

Website: www.kestrafinancial.com

Linkedin: linkedin.com/in/kevin-mcphee-02326559

Facebook: facebook.com/ kevin.mcphee.18