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Kevin Holt

Partner & Co-Founder

Market Street Wealth Management

United States, Pennsylvania, West Chester

About Me

Kevin is a partner and co-founder of Market Street Wealth Management. A graduate of Eastern University, Kevin entered the financial services profession by participating as a member of the Morgan Stanley Dean Witter Elite Financial Advisor Training Program. After a three year tenure with Morgan Stanley Dean Witter, Kevin partnered with Leppert to begin the formation of Market Street Wealth Management. In 2008, he attained the Certified Financial Planner (CFP®) designation after attending the American College training program for 2 years. His primary emphasis at the firm is comprehensive financial planning, with a specific focus on income planning, investments, taxes, and financial estate plan
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Profile Information

Partner & Co-Founder

Market Street Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

West Chester

Pennsylvania

United States

May 15, 2024

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