Kevin Francis leads Newport’s financial services staff in developing plan design proposals and financial analysis involving complex funding of non-qualified deferred compensation and defined benefit programs. Kevin also collaborates with Newport Consultants, Regional and Managing Directors, and our strategic alliances to produce dynamic funding design solutions for prospective clients. Previously, Kevin worked in Newport’s Greensboro office in the Design and Analysis Department where he assisted in the consultation and implementation of non-qualified plans for the COLI and BOLI marketplaces. Kevin holds bachelor’s degrees in Business Management and Accounting from Guilford College in Gree
Kevin Francis
Vice President, Financial Services
Newport
United States, Florida, Lake Mary
About Me
Profile Information
Vice President, Financial Services
Newport
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lake Mary
Florida
United States
May 23, 2025
More profiles to browse
Zach Gelinas
Senior Investment Analyst
Corey Martin
Director
GR
Gina Rowland
Senior Investment Research Analyst/Consultant
SW
Steve Williams
Director, Investment Manager Research
You Might Like
SS
Sandy Shen
Research Analyst
Manhattan Family Office
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC