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Kevin B
Series 66, Series 63, Series 65
Cornelius, NC
TIAA-CREF
Kevin Burton is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including Alphastar Capital Management and Nationwide Securities. Outside of his advisory role, he serves as an assistant high school football coach at the Community School of Davidson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory models including point-in-time financial planning and ongoing portfolio management using model or customized portfolios.
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