Kevin Townsend, CPFA, CFP®, CRPC
Managing Director
Financial Advisor
Since 1997, Kevin has helped clients navigate the challenging waters of financial planning and the markets in pursuit of their passions and aspirations. A CERTIFIED FINANCIAL PLANNER™ professional, he not only supports clients in pursuing their wealth management goals, he also provides education on all areas where their money and their lives intersect. “As a sounding board for business decisions and planning ideas, I become a trusted advisor for my clients along the path they choose,” he says. “My advice is genuine, customized and practical.” This down-to-earth approach has brought him industry recognition, including being named a Forbes Best-in-State Wealth Advisor* in 2018, 2019, 2020 and 2021.
Drawn by his fascination with the ever-changing markets, Kevin became an advisor in 1997 at Fidelity. He then joined Zions Investment Securities, and eventually went on to build a 21-year career at Merrill Lynch, obtaining the titles of managing director and portfolio manager. He joined Raymond James along with the Williams & Townsend Wealth Management Partners team in 2021, drawn by its investment platform, technology and resources for all phases of life. He is a graduate of the University of Utah, where he earned a B.S. in economics. He has also earned a certificate in financial planning from Boston University and holds the Chartered Retirement Planning CounselorSM and Certified Plan Fiduciary Advisor designations in addition to CERTIFIED FINANCIAL PLANNER™ certification.
A purpose-driven individual, Kevin is a wish grantor for Make-A-Wish along with his wife, Jennifer. The couple have also created an endowed scholarship fund at the University of Utah’s College of Humanities. In addition, Kevin is a parent advisor council member with Humanitarian Experiences for Youth.
Born in South Bend, Indiana, he has called Utah home since college. He and his wife have four children: Ashleigh, Meghan, Christian and Jensen. Kevin’s hobbies include traveling abroad and domestically, golfing, skiing, competing in triathlons, entertaining friends and family, cooking, hosting a weekly podcast with his wife and spending time at the family’s beach home in Galveston, Texas.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Drawn by his fascination with the ever-changing markets, Kevin became an advisor in 1997 at Fidelity. He then joined Zions Investment Securities, and eventually went on to build a 21-year career at Merrill Lynch, obtaining the titles of managing director and portfolio manager. He joined Raymond James along with the Williams & Townsend Wealth Management Partners team in 2021, drawn by its investment platform, technology and resources for all phases of life. He is a graduate of the University of Utah, where he earned a B.S. in economics. He has also earned a certificate in financial planning from Boston University and holds the Chartered Retirement Planning CounselorSM and Certified Plan Fiduciary Advisor designations in addition to CERTIFIED FINANCIAL PLANNER™ certification.
A purpose-driven individual, Kevin is a wish grantor for Make-A-Wish along with his wife, Jennifer. The couple have also created an endowed scholarship fund at the University of Utah’s College of Humanities. In addition, Kevin is a parent advisor council member with Humanitarian Experiences for Youth.
Born in South Bend, Indiana, he has called Utah home since college. He and his wife have four children: Ashleigh, Meghan, Christian and Jensen. Kevin’s hobbies include traveling abroad and domestically, golfing, skiing, competing in triathlons, entertaining friends and family, cooking, hosting a weekly podcast with his wife and spending time at the family’s beach home in Galveston, Texas.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.