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Kevin McCarter Promoted to Wealth Manager

Aug 19, 2024

 

August 2024 – S.E.E.D. Planning Group proudly announces that Kevin McCarter, a Financial Planner, has been promoted to Wealth Manager.  He joined S.E.E.D. in November 2021. 

 

“Kevin has developed the necessary skill set to help clients with complex goals and financial situations and has been committed to professional development,” says Jeff Chase, Senior Vice President of Financial Planning.  

 

In the last year, Kevin was named Manager of Financial Planning Procedures. He also earned his Accredited Wealth Management Advisor designation, a program designed to help better address the unique needs of high-net-worth individuals and families. 

 

Kevin, along with his wife, Kirby, and two daughters, Eden and Lucy, live in Knoxville, TN. He graduated from the University of Tennessee’s Haslam College of Business in 2021 with degrees in Finance and Accounting.  

 

For more information about Kevin, please visit www.seedpg.com   

 

S.E.E.D. Planning Group, LLC  

31 Lewis Street, Ste 401  

Binghamton, NY 13901  

(607) 217-5091  

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