Kevis Rosario

Kevis Rosario is a financial professional with a Bachelor's degree in Finance from the State University of New York at New Paltz, who collaborates with individuals and businesses to guide them through complex planning processes.

With a background in the financial services industry since 2010, Kevis has held roles such as Relationship Manager - Strategic Client Relations at GardaWorld, Registered Representative at Mutual of Omaha Advisors, Vice President-Private Client Banker at JPMorgan Chase & Co., and Banker at Bank of America.

Kevis emphasizes the importance of understanding and achieving financial goals, ensuring his clients are well-informed and prepared for their financial journey. He values building lasting relationships with his clients, focusing on their needs and objectives.

Originally from New York City, Kevis relocated to South Florida in 2015 for a better quality of life. He enjoys spending time with his family and exploring the attractions of the Sunshine State. Beyond his financial expertise, Kevis is passionate about cars, nature, and traveling the world.