Kevin F. McGrath, CFP<sup>&reg;</sup> - Financial Advisor

Kevin F. McGrath, CFP®

ChSNC®

Senior Vice President--Wealth Management

UBS Financial Services Inc

Two Alliance Center, 3560 Lenox Road NE, Suite 2800
Atlanta, GA 30326
FINANCIAL ADVISOR'S WEBSITE
(404) 760-3145 CONNECT WITH Kevin
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General

Kevin McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services Inc in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

McGrath Consulting helps families and individuals, especially those with special needs, plan for near term and lifelong goals. We provide objective advice to trustees, attorneys, accountants and allied professionals, helping them effectively serve their clients.
 
We take a team approach simplifying the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex planning and financial needs with a commitment to understanding your goals, wherever you are in life.
 
Our clients benefit from proactive service, including: intergenerational planning, prompt response and scheduled monthly contacts with quarterly performance reviews. Relationships are highlighted by financial planning, special needs planning, investment management and fiduciary support for trustees and conservators.
 
Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments, making sense out of all the moving parts of your finances.
 
Consulting on more than $1 billion dollars of client assets, we draw on over 25 years of consulting experience as well as the depth and breadth of UBS' global resources to customize wealth management solutions for you.

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Financial Advisor Experience

I understand the challenges that come with protecting, growing and transitioning wealth for individuals, families with special needs, and trustees and conservators charged with providing fiduciary services to those individuals, families and beneficiaries.
Consulting on more than $1 billion dollars of client assets, the team at McGrath Consulting draws on over 25 years of consulting experience as well as leveraging the depth and breadth of UBS' global resources to customize wealth management solutions for:
• Fiduciary Standards – Putting the needs of our clients before ourselves or UBS, our financial planning and investment advisory programs meet fiduciary standards of care.
• Special Needs – As Academy of Special Needs Planner members, CERTIFIED FINANCIAL PLANNERS™ and a Chartered Special Needs Consultant®, we incorporate the unique benefits, tax and legal considerations required by special needs into our comprehensive financial planning and portfolio management by collaborating with a team of allied professionals.
• Financial Planning – Our comprehensive, multigenerational approach to financial planning embraces the entire family and is goals based, supporting immediate, lifetime, legacy and charitable goals.
• Trustees, Conservators and Financial Agents – Through our advisory programs, we help those charged with caring for a loved one, beneficiary or ward meet their fiduciary responsibilities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Special Needs Consultant®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer

These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources