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