Kevin McGrath

Kevin McGrath, CFP®, ChSNC®, is a seasoned financial advisor and planner specializing in supporting families and individuals, particularly those with special needs. They have over 25 years of consulting experience, currently serving as a Senior Vice President in Wealth Management at UBS, where they focus on comprehensive financial planning, investment management, and fiduciary support. Prior to this role, McGrath served as a USMC Officer and A-4 Skyhawk pilot, achieving the rank of Lieutenant Colonel before retiring in 1994. McGrath holds a B.S. from the University of South Carolina-Columbia and has earned specialized certifications in financial planning and special needs consulting.