Cfp® Kevin Coombs

Kevin Coombs, CFP®, serves as the Lead Financial Planner and Team Lead at Donaldson Capital Management since August 2021, overseeing financial planning workflows and supporting team members while creating comprehensive financial plans for clients. Prior to this, Kevin worked as a Financial Planning Specialist at Stifel Financial Corp. from June 2017 to August 2021, where expertise was gained in personal financial planning through the development and presentation of numerous financial plans. Kevin also has experience as a Financial Advisor at Raymond James from August 2009 to September 2016, providing full-service investment planning. In addition to financial services, Kevin led the middle school boys lacrosse team at Mary Institute and St. Louis Country Day School from March 2010 to June 2019, achieving notable championship victories. Kevin holds a Bachelor of Arts in Economics from Williams College, earned in 2009.