Kevin Mooney, CTFA

Kevin joined The PenFacs Group in January of 2015, bringing with him 17 years of experience in the wealth management industry.  Immediately prior to joining PenFacs Kevin was Divisional Vice President with a boutique life insurance point of sale firm partnering with Raymond James financial advisors and their high net worth clients.  His background also includes senior roles at two trust companies where he designed advanced trust, estate, tax, charitable and asset protection strategies for HNW and UHNW clients and families.  This planning background makes Kevin uniquely qualified to partner with financial advisors, accountants, attorneys and other professionals to provide effective planning solutions.

Kevin is a 1997 graduate of the University of Massachusetts Amherst.

Kevin is a die-hard Boston sports fan and in his free time he enjoys traveling, fishing and many other outdoor activities.