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Kevin Shea

Here to act in your best interests

About me

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.



Chartered Financial Analyst®


Bachelor of Arts, University of Rochester

Master of Science, University of Rochester

Master of Business Administration, George Washington University

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New York V - Short Hills

51 John F Kennedy Parkway
Suite 270
Short Hills, NJ 07078

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning