Kevin P. Sweeney,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin P. Sweeney, CFP®

JD,

Wealth Manager, CCO, COO

Modera Wealth Management

221 W. Main St., Suite A
Inverness, FL 34450
(352) 746-4460

General

Kevin Sweeney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management in Inverness, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Helpful Financial Planning Resources