Kevin Brock, vice president, is a wealth advisor and CERTIFIED FINANCIAL PLANNER™ in William Blair’s Private Wealth Management group. Before joining William Blair, he enjoyed a nine-year career with Credit Suisse and DLJ. Kevin began his career in the securities industry at Drexel Burnham before moving to PaineWebber for four years. Kevin often uses the principles of financial planning to understand his clients’ financial position and objectives. In addition, he considers long-term planning for education, retirement, taxes, and estates when designing customized investment management for his clients. After more than 31 years in the industry, Kevin has developed a three-dimensional investme
Kevin Brock
Vice President, Wealth Advisor, Financial Advisor
William Blair
United States, Illinois, Chicago
About Me
Profile Information
Vice President, Wealth Advisor, Financial Advisor
William Blair
Investment Team
Investor
Consultant
Chicago
Illinois
United States
Jul 28, 2024
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