Kevin Calvert is a Certified Financial Planner™ and Financial Advisor with Morgan Stanley’s Blue Bell Sentry Group, where he helps individuals and families achieve their financial goals with a personalized, planning-first approach.
Originally from the beach town of Southampton, NY, Kevin grew up surrounded by hard work and the pursuit of success, catering to a discerning clientele from New York City. He earned his bachelor’s degree in Accountancy from Villanova University in 1990 and began his career as an auditor at Deloitte in Parsippany, NJ, where he earned his CPA license. Kevin then moved to New York City, fulfilling a lifelong dream, and took a position with Lehman Brothers, working in the Controller’s Group.
It was during his time on the trading floor that Kevin discovered his true calling: helping individuals invest wisely and plan for their futures. In 2000, he returned to the Philadelphia area to become a Financial Advisor, launching his practice during the volatility of the technology bubble before joining Morgan Stanley in 2005. Those early years taught him the value of a disciplined process, risk management, and holistic planning. Today, Kevin holds the Certified Financial Planner™ designation and offers a wide range of services to his clients, including Wealth Management, Financial Planning, Retirement Planning, Asset Management, 401(k) Rollovers, 529 College Savings Plans, Life Insurance, and Long-Term Care Insurance.
Outside the office, Kevin is a dedicated family man. He and his wife have a blended family of four children. Away from work, Kevin enjoys golfing, snowboarding, traveling, and spending time outdoors with his family and their Boston Terrier. He is also active in supporting local youth sports and educational initiatives.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Asset Management
- 401(k) Rollovers
- 529 Plans
- Life Insurance
- Long Term Care Insurance
Securities Agent: HI, CT, OK, WI, WA, ME, IN, NJ, NE, MT, KY, AR, OR, NY, NC, CA, TX, NV, NM, DE, UT, VA, SC, RI, MD, IL, DC, MA, PA, CO, AZ, TN, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285137