Kevin F. McGrath CFP®

Kevin F. McGrath CFP®

UBS Financial Services | McGrath Consulting

3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326
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Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. where he holds the titles of First Vice President – Wealth Management and Senior Portfolio Manager. He is a graduate of the University of South Carolina.

A CERTIFIED FINANCIAL PLANNER(TM), Kevin holds Series 7, 8, 63 and 65 securities licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. He maintains active membership in the Academy of Special Needs Planners; Financial Planning Association of Georgia; Atlanta and North Georgia Estate Planning Councils; Georgia Planned Giving Council; Georgia Society of Association Executives; and Association of Fundraising Professionals. He volunteers as a Children's Healthcare of Atlanta Legacy Advisor.

Active in Trout Unlimited, he has served in numerous leadership roles including the Chairman of the Georgia Council of Trout Unlimited’s Back-the- Brookie Program and President of the Upper Chattahoochee Chapter of Trout Unlimited. Kevin has been honored with several sporting and conservation awards, including being named a Field & Stream Magazine Hero of Conservation. He is also an International Federation of Fly Fishers Certified Fly Casting Instructor. Kevin holds several International Game Fish Association (IGFA) world records. He volunteers as a mentor to transitioning veterans with American Corporate Partners.

Kevin and his wife reside in Roswell, GA. They have been married 32 years.


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