Kevin Harwood, a Tampa Bay area native and Florida State University graduate, brings a extensive background in accounting and financial management to his work as a trusted financial advisor. He began his career in public service, working for the State of Florida’s Office of Planning and Budgeting under Governor Bob Graham and later with State Representative Betty Easley, Chair of the Finance Committee. These early experiences gave Kevin a deep understanding of financial systems and a strong foundation for his future in wealth management.

Today, Kevin works closely with high-net-worth individuals who are retired or preparing for retirement. He takes a holistic approach to financial advising, offering guidance in tax planning, cash flow analysis, estate planning, and asset transition. Known for treating clients like family, Kevin focuses on building long-term relationships and helping clients discover unique investment opportunities — including alternative investments — that go beyond the conventional. His greatest reward is seeing clients gain peace of mind, knowing their financial future is aligned with the life they want to live.