My Background

Kevin J. Davidson, MBA, LUTCF

 
Kevin is a Financial Adviser* with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC. He founded Davidson Wealth Group LLC and is Principal and Financial Adviser of that firm. He has over fifteen years' experience in the industry, member National Association of Financial Advisers (NAIFA) and a member Pathway Community Church. Kevin earned his Bachelor of Science Degree in Business Administration/Systems at Taylor University in Upland, IN, and a Master of Business Administration at University of Saint Francis, Fort Wayne, IN.

Kevin has been married to Janis for 32 years and they have one child, Kyle, who is now married and is finishing up his rotations as a physician in Fort Wayne.  He has one grandson, Cash.

Kevin enjoys meeting with individuals, couples and business owners to help them plan and prepare financially for their future. He loves spending time with his family, vacationing and golfing when he isn't working in his business practice.

Disclosure

Kevin Davidson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0L60759), CO, FL, IA, IL, IN, KS, LA, MD, MI, MN, MO, NC, NV, OH, OR, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Kevin Davidson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9921 Dupont Circle Dr W Ste 210, Fort Wayne, IN, 46825, 260-416-5751. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IN, KS, MD, MI, MN, MO, NC, OH, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Davidson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IA, IN, KS, MD, MI, MN, MO, NC, OH, OR, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kevin Davidson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

DAVIDSON WEALTH GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither DAVIDSON WEALTH GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.