Kevin Downes

Kevin Downes

Assistant Vice President

Phone: 978-689-6962
Fax: 978-689-0953
E-mail:
 

Kevin assists families, individuals, and small businesses in achieving their financial goals.  Since starting with Boston Partners in 2011, Kevin has earned his series 6, 63, 65, and has become a Investment Advisor Representative.

Kevin is very passionate about identifying and creating unique solutions to his client’s financial and personal goals.  He also strives to have exceptional level of service and commitment to his clients and continued follow up to make sure those goals are being met.

In 2013, Kevin was named the Boston Partners “New Associate of the Year” and received national recognition for “Best in Class” honors. The “Best in Class” honor ranks Kevin at #2 in the country amongst Advisors who started in the business the same year as Kevin.  For this achievement, Kevin was also promoted to Assistant Vice President.

Through his affiliation with Boston Partners, Kevin has access to John Hancock insurance products as well as a diverse range of other companies and providers.  This independence helps Kevin create unique planning strategies for his clients in the areas of Retirement Planning, Wealth Management, Asset Protection, Long-Term Care Insurance, and Life Insurance.

Kevin is a graduate of Endicott College BS in Finance and a minor in History.  While attending Endicott, Kevin was inducted into Phi Alpha Theta, one of the oldest and most prestigious history honors societies in the country.  He also won the 2010 and 2011 Commonwealth Coast Conference Championship while playing on the nationally ranked Endicott Lacrosse Team and received All-Conference Honors in both years.

Kevin currently resides in South Boston, Massachusetts.  When he’s not helping out his clients, he enjoys exercising, playing basketball, skiing, and lacrosse but spends most of his time with friends and family.

 

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor, 138 River Road, Suite 310, Andover, MA 01810 (978) 689-9303.  Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. 103-20161005-322010