Kevin Myers, CFP^®, CFA, CAIA, EA

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Kevin Myers is a seasoned financial professional with more than 28 years of experience guiding clients through the complexities of wealth management. Since joining Flynn Financial Partners (F2) in November 2020, Kevin has served as a Partner and senior leader on the Private Wealth Management Team, where he plays a pivotal role in shaping the firm’s growth and client experience strategy.

Kevin’s practice is built on a simple principle: lasting relationships are founded on trust and understanding. He takes the time to learn each client’s unique goals, family dynamics, and financial priorities, then designs comprehensive strategies that account for market conditions, lifestyle risks, and long-term objectives. His clients value his thoughtful approach, disciplined execution, and ability to make complex financial concepts clear and actionable.

Areas of Expertise

Kevin specializes in goal-driven financial planning, with a focus on:

• Investment management and portfolio design
• Retirement planning and income strategies
• Risk management and insurance solutions
• Tax-efficient planning and wealth transfer
• Trust and estate planning strategies

Professional Background

Before joining F2, Kevin was a Wealth Management Advisor at TIAA, where he advised high-net-worth families on comprehensive financial strategies. Earlier in his career, he spent 16 years as a trader with UBS and JP Morgan in global financial centers, including New York, London, and Hong Kong, where he specialized in international investments for both institutional and individual clients.

Education & Credentials

Kevin is deeply committed to professional excellence and continuing education. He holds several advanced designations, including:

• Certified Financial Planner™ (CFP®)
• Chartered Financial Analyst (CFA)
• Chartered Alternative Investment Analyst (CAIA)
• IRS Enrolled Agent (EA)

In addition, Kevin maintains FINRA Series 7 and 65 licenses, as well as life, health, and variable annuity product licenses. He earned a B.A. in Economics from Binghamton University.

Personal Life & Community Engagement

Kevin lives in Rye, NY, with his wife, three children, and two dogs. Outside of work, he enjoys staying active, cooking for family and friends, and traveling. Passionate about financial literacy, he also leads educational programs for pre-college teens on personal finance, investing, and entrepreneurship—helping to empower the next generation with essential money skills.

Advisor Part B Brochure Supplement