Kevin Wentworth

Kevin Wentworth serves as the Regional Director and Wealth Management Consultant at Avantax® since October 2022, specializing in growth consulting. Previously, Kevin held significant positions including Regional Investment Director at Madison Investments and Regional Vice President at Cavanal Hill Distributors, Inc., where responsibilities included business development and external wholesaling across multiple regions. Kevin's experience extends to a role as a business consultant for financial advising practices and a regular guest on Mr. Biz Radio, discussing sales and customer service strategies. Kevin's extensive background also includes key roles at Morgan Stanley, Highland Capital Management, Hartford Funds, and J.P. Morgan Asset Management. Educational credentials comprise a CIMA® Certification Program from Yale School of Management and a Bachelor of Arts in Accounting from Saint Leo University.