Carrier Wealth Management, LLC

Investment Management - Lafayette, Louisiana, United States

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Focusing on Investment Management and Retirement Planning, Kevin utilizes a wide array of risk managed investments and strategies for his clients based on an analysis of their unique situation. He focuses on Comprehensive Financial Services for his clientele of successful executives, high-end sales professionals, business owners, pre-retirees, and retirees. He is dedicated to providing meaningful strategies on a wide range of financial matters ranging from Investment Planning, Retirement Planning, College Planning, Tax Reduction Strategies, Estate Planning, Qualified Retirement Plans, and Risk Management. Kevin has been an active member of St. Elizabeth Seaton Catholic Church and a past member of the Advisory Council for St. Leo Catholic School and St. Elizabeth Seaton Catholic Church. He is past Chairman of Lafayette Airport Commission, past member if Upper Lafayette Kiwanis, and of Lafayette Education Foundation. Kevin has five beautiful children and is also active in local community youth organizations, speaking, teaching, and coaching a variety of sports. Kevin is also a Black Belt 2nd degree recommended in Taekwondo, Advanced Certified scuba diver, and enjoys tennis, golf, and reading. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views on LPL Financial and have not been reviewed by LPL Financial as to the accuracy of completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with the residents of the following states: LA, GA, MS, TX, DC, NV, WA

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Employees: 2
HQ: (337) 534-4200
Location: Lafayette, Louisiana, United States
Revenue:
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