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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

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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

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