McCarthy Financial Group P.A.

Description

Since 1987, Kevin has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Through his many years of experience in financial planning and money management, Kevin has been able to guide all his clients in proper asset allocation. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin created McCarthy Financial Group, P.A. Since 1993, this family-owned, full-service financial planning firm has been devoted to offering each client a clear perspective and consistent performance.

Executive Assistant Vivian is the Executive Assistant and Kevin’s sister-in-law. She assists Kevin in implementing new client proposals in addition to tracking new accounts to ensure they are being processed correctly and in a timely manner. She also tracks company goals and deadlines to assure efficiency and productivity within the office, facilitates client service requests and monitors and schedules annual client reviews. With over 10 years of experience in this industry, Vivian’s knowledge in this field is surpassed only by her sincere commitment to each client. Her office hours are Monday through Friday from 9:00am to 4:00pm. Vivian joined the team at McCarthy Financial Group officially back in 2002. She and her husband, Marco, are proud parents of two sons, Michael and Marco Jr. They also have a granddaughter named Abby. In her sparetime, Vivian enjoys spending time with her family, especially her one and only grandchild.

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