Kevin McGrath

UBS Financial Services, Inc.

CFP, Insurance and Investment Advisor, Financial Planner (fee-based)

 

Member profile details

Membership level
Regular
Member ID
2916102
First name
Kevin
Last name
McGrath
Company
UBS Financial Services, Inc.
Phone
404-760-3145
Address 1
3455 Peachtree Rd NE, Suite 1700
City, State, ZIP
Atlanta, GA 30326
 

Personal information

Job title
First Vice President - Wealth Management
Personal photo
 

Contact data

City
Atlanta
State
GA
ZIP
30326
 

Industry

Organization logo
Industry Type
  • CFP
  • Financial Planner (fee-based)
  • Insurance and Investment Advisor
 

Additional information

Directory listing text
McGrath Consulting collaborates with clients to provide integrated wealth management advice, goal oriented planning and results based investment management advisory services to families, fiduciaries, nonprofits, associations and retirement groups.

Consulting on over $1 billion dollars of client assets, we draw on over 20 years of consulting experience as well as the depth and breadth of UBS' global resources to customize wealth management solutions for our clients. We strive to constantly improve our professional competence and the solutions we recommend to our clients.
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