Kevin brings more than twenty years of professional experience to the Powder Point Wealth Management team. He uses his broad experience in accounting, tax, and business planning to provide comprehensive services to our clients and their families.
Kevin began his career in public accounting working with Kennedy & Lehan, P.C., one of the leading regional public accounting firms in Greater Boston, where he provided accounting, tax, and business consulting services to privately-held businesses, not-for-profit organizations and individuals, and headed up their retirement plan audit practice.
Wanting to work more closely with clients on the financial matters which impact them and their families most directly, Kevin joined the wealth management practice of Caturano and Company, Ltd (now, the Boston office of McGladrey). There, he worked closely with clients to help them achieve their financial and retirement goals.
Prior to joining Powder Point Wealth Management, Kevin worked, most recently, with one of the nation’s largest wealth management firms, providing comprehensive financial planning, tax, and wealth management advisory services to high net worth individuals and families.
Kevin is a CERTIFIED FINANCIAL PLANNER ™ practitioner and a Certified Public Accountant, registered in Massachusetts. He earned a Master of Science in Personal Financial Planning with honors from Bentley University, and a Bachelor of Business Administration, with a concentration in Accountancy, from the University of Notre Dame.
Kevin is an active member of the Massachusetts Financial Planning association serving as a member of both the Programming Committee, which organizes and coordinates guest speakers and continuing education opportunities for the chapter, and the Pro-Bono Committee, servicing as a volunteer financial planner with The Midas Collaborative, an organization committed to advancing the financial security of low and moderate income residents in Massachusetts.
Kevin grew up in Duxbury, Massachusetts, and now resides in Pembroke with his wife Elizabeth and their two children, where he is the Treasurer and Board member of Pembroke Youth Soccer, and coaches as many youth sports teams as his kids will let him.
When not working or coaching, Kevin Enjoys cheering on his Boston and Notre Dame sports teams, relaxing on Duxbury Beach, and enjoying good times with family and friends.
E-mail: kwilliams@powderpointwealth.com
Phone: (774) 231-0500 (ext. 204)
CPA services are not offered through, or supervised by, the Lincoln Investment Companies.
