About Kevin A. Butler
Kevin Butler is an Executive Director, Financial Advisor, Corporate Retirement Director and Certified Financial Planner for the Butler Group. He has 37 years of experience in wealth management at Morgan Stanley. Kevin has been recognized as one of “The Top Advisors in Massachusetts” by Forbes and Boston Business Journal from 2018-2022.
For nearly four decades, Kevin has successfully guided a diverse clientele of high net worth families, private and public businesses and non-profit organizations through numerous market cycles and periods of volatility. By putting clients first, he has developed a successful practice dedicated to building and enhancing long term relationships.
Kevin draws on his extensive experience and training to design customized strategies for high net worth families. His collaborative approach is centered on the belief that each client has unique circumstances. He not only conducts a detailed review of your finances, but takes the time to find out about your family, values, aspirations and tolerance for risk.
Kevin graduated Magna Cum Laude from Providence College in 1983, receiving his Bachelors of Arts in Political Science. He obtained the Certified Investment Management Analyst designation from the Wharton School of Business. He has also obtained the Chartered Retirement Plan Specialist, Certified Financial Planner, and Certified Portfolio Manager designations. As a Corporate Retirement Director, Kevin focuses on working with institutions to help design custom retirement plans, provide investment reviews and fee benchmarking, as well as educating plan participants on critical topics to retirement planning such as asset allocation and dollar cost averaging. Kevin is an active member of the Investment Management Consultants Association of America.
He currently lives in Scituate, MA and has one son and daughter. In his free time, Kevin enjoys skiing with his children, biking, sprint triathlons, and playing in a local jazz band. He is a trustee emeritus for the Catholic Charities of Boston.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: HI, NH, IL, CT, ME, CA, PA, OR, NJ, NC, DE, CO, AK, VA, SC, DC, NY, MI, MD, MA, KS, WY, WA, SD, RI, OH, MO, TN, ID, FL, VT, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282547
CA Insurance License #: 0C78363