Kevin Roe

Lead Planner

Kevin is a CERTIFIED FINANCIAL PLANNER (CFP®) Professional with over 8 years of experience in the financial services industry. He began his career with AXA Financial as a consultant to members of the New York State Retirement System. In 2015 he joined UBS Wealth Management where he worked closely with high net worth families to deliver comprehensive and holistic financial planning, utilizing his in-depth knowledge of the many solutions that can be tailored to address each client’s individual priorities. In his spare time, Kevin enjoys golfing and is a member of Locust Hill Country Club. He also enjoys hockey, skiing and traveling with his wife, Kristen. They currently live in Penfield with their two dogs.

Education: West Virginia University (BS)

View my professional bio information and my Form ADV Part 2B

"The road to success is always under construction." - Arnold Palmer

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Get to know Kevin

Wedding Day – Playa Mujeres, Mexico

The Colosseum – Rome, Italy

Carter & Otis – The reason we bought a house with a yard!

Let’s Go Mountaineers!

If you could visit anywhere in the world you've never been, where would you go?

Bora Bora in French Polynesia

What are you passionate about?

Golf – I will never be perfect at this sport, and I think that is what I love about golf the most. Even after a rough day, all you need is to pure a 7 iron from the middle of the fairway and everything suddenly becomes ok.

What are you currently watching on Netflix?

Unsolved Mysteries

What is the last book you read?

House to House: A Soldier’s Memoir – by Buffalo New York native, Iraq War veteran and Medal of Honor recipient David Bellavia.