Kevin J. Moree is a Partner and Investment Advisor at Cornerstone Private Advisors. He specializes in Investment Management, Retirement Planning and Estate Planning, having helped countless families and individuals achieve their financial goals in his 34-year career. Before joining Cornerstone Private Advisors Kevin was an independent advisor with his own firm, MOREE WEALTH MANAGEMENT, since 1995.
With decades of experience and insight, Kevin manages client relationships, reviews stock and bond markets, monitors client portfolios and is committed to client service. Above all else, Kevin enjoys building relationships with his clients allowing him to help them realize their unique goals and the Lifestyle of their dreams.
Kevin grew up in Palm Beach county and received his BSBA in Finance from the University of Florida. He enjoys spending time with his two daughters and traveling the world, experiencing other people and places. Kevin is passionate about mentoring low-income children and helping them realize their full potential through Youth Guidance Child Mentoring, a local non-profit organization.