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Kevin Margolis

Chief Executive Officer & Managing Director

SFMG Wealth Advisors

United States, Texas, Plano

About Me

After a decade in public accounting and physician practice management, Kevin turned his interest in financial planning and investments into a career. After rigorous research and meeting with many firms in the area, Kevin was fortunate enough to find a spot within the SFMG team. Kevin’s goal with each client is to ensure everything he does is in their best interest. All his work is done with the utmost privacy and confidentiality. Kevin began saving and investing at an early age; he even saved enough to buy his own first car at the age of 14, before he could even drive! He also watched his cousin’s financial strategies fail after a market crash as a college freshman. Kevin says those lessons
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Profile Information

Chief Executive Officer & Managing Director

SFMG Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

May 15, 2024

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