A Tampa Bay native with decades of experience turning complex finances into clear, confident plans for the people who trust him most.
Kevin Harwood is a Tampa Bay area native and Florida State University graduate whose path to financial advising began in public service. He worked with the State of Florida’s Office of Planning and Budgeting under Governor Bob Graham, then alongside State Representative Betty Easley, Chair of the Finance Committee — experience that gave him a rare, first-hand understanding of how financial systems really work. That foundation became the starting point for a career built on trust, precision, and genuine care for clients.
Kevin works closely with high-net-worth individuals who are retired or preparing for retirement, taking a holistic view of every client’s financial life rather than a single transaction or account.
Known for treating clients like family, Kevin focuses on building long-term relationships rather than one-time plans. His greatest reward is seeing clients reach peace of mind, confident that their financial future is aligned with the life they actually want to live.
Knowing you’ve taken proactive steps to protect your wealth brings a confidence that numbers on a page can’t capture. Let us review your current risk exposures and help reinforce your financial foundation, so you can focus on the life you’re building.
