CoverProfile

Kevin Margolis

Managing Director and CEO

SFMG Wealth Advisors

United States, Texas, Plano

About Me

Kevin has over 30 years of experience in financial, tax and business consulting. He joined SFMG in 2002 and rejoined in 2004 after serving as a client service director at Tolleson Wealth Management. He began his career in financial planning, estate planning, investment management, risk management, and tax planning at KPMG Peat Marwick as a tax manager. He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices. He also served as chief financial officer for a value-added reseller of dental products. He is a member of the AICPA, Dallas Estate Planni

View more

Profile Information

Managing Director and CEO

SFMG Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

Sep 3, 2025

More profiles to browse

TN
Taylor Nipp
Managing Director
Profile Photo
Ryan J. Blair
President & Managing Director
CB
Crystal Billing
Senior Wealth Advisor, Chief Compliance Officer, Wealth Advisor & Stakeholder
BE
Barry Evans
Senior Wealth Advisor

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management