Kevin D. McLoughlin, CFP®ASSOCIATE, WEALTH MANAGER OF GREAT FALLS
Kevin McLoughlin, CFP® is a Wealth Manager at United Capital Financial Advisers, LLC who works with individuals and families to create financial life management solutions unique to their goals, beliefs and finances. With over a decade experience in the financial management industries working with clients, Kevin has developed a passion for marrying the client’s “why” with high-quality, risk-adjusted investment management strategies that support’s clients living their ideal life.
Kevin is a Certified Financial Planner™ professional with an in-depth understanding of financial securities and other investment products, expertise in retirement accumulation and distribution planning strategies, and experience in providing support to clients in implementing their financial strategies.
Kevin holds a B.S. in Finance from St. Joseph’s University in Philadelphia, PA and an Executive Certificate in Financial Planning from Georgetown University in Washington, D.C. He is a member of the Financial Planning Association (FPA) and the FPA – National Capital Region chapter.
Originally from Vienna, VA, Kevin currently resides in Arlington with his wife and son, Susan and Patrick. They enjoy taking their dog, Seamus, to the dog park, attending sporting events and socializing with family and friends.