Kevin Randall

I have been helping Charlotte-area families and businesses achieve their financial goals since 2005, but my passion for serving others and making a difference in my community was born long before I became a Wealth Management Advisor. 

During my journey to becoming an Eagle Scout, I learned the correlation between honest hard work and personal fulfillment. After college, I became a District Executive with the Boy Scouts of America and I was fortunate to guide young men who were eager to grow their character and give back to the world. I attribute my work ethic and commitment to my community directly to my experiences in scouting.

Years later a close family member battled a terminal illness, and I witnessed the financial strain my family endured as a result. This life-changing event led me to truly understand the importance of having a sound financial plan and ignited my passion to help families and businesses achieve financial security. 

Ultimately, these two experiences molded me into the advisor I am today. As a father and business owner, I am deeply committed to personalizing your financial goals and insulating you against the unexpected curveballs life can throw your way.

Preparation can look different for every family or business. After nearly two decades of  navigating financial victories and hurdles alongside my clients, I'm confident that I can help you achieve financial success, too.

Relationships and trust are everything to me. When we become partners, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free and laser focused on your future financial success.