Understanding the 4 C’s
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Summit Wealth Advisors. LLC
 
Our Team

Kevin J. Meehan, CFP®, CLU, ChFC®, CASL®*
kmeehan@summitwealthonline.com

Kevin J. Meehan

Since 1985, Kevin J. Meehan has been serving individual and business clients, providing fee-based financial planning, as well as pension and profit sharing services. He has been involved in a range of roles within the financial services field, from managing a significant clientele to managing a large financial services firm.

Kevin started his professional career as a special education teacher, looking for a profession that would give him a feeling of contribution at the end of each day. After four years in education, Kevin transitioned to business in a human resources function. Although he found the business environment intellectually stimulating and the economic opportunity attractive, he missed the feeling of significance given to him by the work he had done as a teacher. After thorough analysis and evaluation of opportunities, he found the role of being a financial advisor to be the best combination of both. In this role, Kevin is able to assist people in the very high priority of financial independence for themselves and their families.

Kevin is a Certified Financial Planner professional, a licensed securities broker and also life, accident, and health insurance licensed. He has been with Raymond James since February of 2000. All of his energies continue to focus on serving the firm’s clients.

He has served in executive positions of professional trade organizations such as the Institute of Certified Financial Planners and the Financial Planning Association.

Kevin is a resident of Arlington Heights, Illinois, where he lives with his wife of 29 years, Laura. Kevin and Laura have identical twins, Adria and Ashley, and a younger daughter, Tarah. He has been heavily involved in community organizations such as the Greater O’Hare Chamber of Commerce and Our Lady of the Wayside Catholic Church.

* Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living

 

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

 
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