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.
About McGrath Consulting
Our commitment is to you. We embrace your family as clients: parents, adult children, beneficiaries... by implementing intergenerational planning. Your requests are important and deserve a prompt response with 24 resolution. For complex issues, we'll have a strategy with a timeline developed within 24 hours. We keep you informed through monthly contacts, including quarterly reviews and two in-person meetings each year.
We’ve long realized that taking a team approach to helping our clients creates the best results. Consulting on over $900 million dollars of client assets, we work with an entire ensemble of dedicated professionals, from experienced trust and estate professionals to experts in retirement, insurance and investments to make sense out of all the moving parts of your finances. But, beyond this extended UBS team, we also look to partner with your team of allied professionals—attorneys, tax and special needs advisors, those significant professionals and individuals who do or will impact your family's financial world to develop goals based strategies.
With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide.
UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a comprehensive, yet customized approach, they access the deep resources and wealth management expertise of this firm, to deliver the trusted financial advice clients seek today to confidently move forward.
Tell us about your special needs issue and we will put you in touch with Kevin F. McGrath CFP®