CoverProfile

Kevin Peters

Wealth Advisor

XML Financial Group

United States, Maryland, Bethesda

About Me

Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry since 1997, and with XML Financial Group since 2004. As a wealth advisor, Kevin focuses on assessing the unique situation of each of his clients through focused asset management strategies within the client’s financial plan to achieve their goals through diversity and risk mitigation. To this end, Kevin Founded Lifestyle Life Insurance Company with the goal of offering independent unbiased Insurance Services that are in the best interests of his clients. Lifestyle Life Insurance offers Life, Disability and Long-Term Care Insuran

View more

Profile Information

Wealth Advisor

XML Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethesda

Maryland

United States

Jan 8, 2025

More profiles to browse

Profile Photo
Sharon Abbey
Wealth Advisor
DB
David B. Margulies
Senior Wealth Advisor
Profile Photo
Brett Bernstein
CEO & Co-founder
Profile Photo
Curtis Congdon
President

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation