Cfp® Kevin Brown Cima®

Kevin Brown, CFP®, CIMA®, has over 22 years of experience in the financial industry. Kevin currently holds the position of VP Retirement Plan Services at USI Consulting Group, starting in October 2022. Prior to this, they worked at Aon from August 2014 to March 2022, where they held the role of Associate Partner, Sales Director, Retirement Services. In this role, they were responsible for sales and growth of Aon's investment consulting practice, collaborating with various business lines and external professionals. Before Aon, Kevin worked at Regions Financial Corporation as a Vice President, Business Development Officer from May 2012 to August 2014. Kevin also has a significant tenure at SunTrust Bank, where they had multiple roles from 2000 to 2012. This included serving as Investment Manager for SunTrust Institutional Investment Solutions, where they developed and reviewed investment strategies for clients. Kevin also held the positions of Vice President and Manager 401k Education Group, responsible for developing and executing communication plans for defined contribution clients, as well as the role of 401k Participant Education Specialist, conducting group presentations and individual consultations for plan participants.

Kevin Brown, CFP®, CIMA®, attended the University of Florida but did not obtain a specific degree or field of study. Kevin later obtained the Certified Investment Management Analyst® (CIMA®) certification in August 2009 from the Certified Investment Management Analyst® institution. Additionally, Kevin obtained the Certified Financial Planner (CFP) certification from the CFP Board. Kevin also obtained certifications for Series 63 and Series 7 from FINRA. However, the specific months and years for obtaining these certifications are not provided.