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Kevin M
CFA®, Series 66, Series 63
Clarksville, IN
Charles Schwab
Kevin Maynard is a CFA® charterholder with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Kentucky Farm Bureau Insurance and Sortino Advisory Partners. He serves as a board member for Kaiser Home Support Services and as an advisory board member for 4B Healthcare, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.
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