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Kevin Jeffries, ChFC®, RICP®

Kevin Jeffries, ChFC®, RICP®

Wealth Planning Advisor

Kevin is a wealth planning advisor at Lincoln Financial Advisors and in his role, he helps clients understand their current financial situation and prioritize their goals. Kevin specializes in retirement income planning, investment management, and wealth transfer strategies.

Kevin has been in the financial industry for over 20 years and brings experience working at large financial institutions. In his role at Lincoln, he develops close relationships with his clients and takes the time to listen to them and understand their specific needs. Every day he is motivated to help his clients and their families realize the retirement of their dreams. He is committed to alleviating some of the anxiety and stress they may have around money in retirement. Kevin holds a Bachelor of Science in Finance from Southern Illinois University Carbondale and has earned the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations from The American College of Financial Services.

Kevin has always been interested in the financial industry, even from a young age. He first saw the impact of saving when his maternal grandparents generously gifted him money to help pay for college. Through that, he realized the significance of saving and investing wisely. He is dedicated to helping investors find appropriate solutions for their needs and sort through the noise to provide a better life for themselves and their families.

Outside of the office, Kevin enjoys spending time with his wife and their two sons. Their youngest son is a tennis player, so you can often find Kevin on the tennis court either volunteering with the tennis academy that his son attends or developing his own game. Kevin enjoys listening to music and exploring the many intellectual and cultural resources that surround his home in Amherst, MA.