Kevin Finley, CRPC®

Kevin Finley is Client Relationship Manager and Vice President at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to joining Rockefeller, Kevin first joined Liberty Wealth Partners at Merrill Lynch in 2003, and has worked with the team ever since.

Kevin has worked in various roles for the team throughout his 20 years with the team, and currently works with Larry Rothenberg and Schuyler Perry’s clientele.

Kevin is a Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS).

Prior to joining Liberty Wealth Partners, Kevin graduated with a bachelor’s degree from James Madison University in 2003. Kevin lives in Massapequa Park, NY with his wife, Bridget, and daughter.