Kevin Small CFP®
Kevin Small has worked in the financial services industry since 2012. Prior to Capital Management Group, he was a financial consultant with AXA Advisors. In this position, he worked with a team of financial professionals to provide financial guidance and customized strategies to individuals and small businesses.
Small graduated from the University of Miami with a Bachelor of Business Administration Finance with a minor in sports administration. He has obtained the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, Chartered Life Underwriter (CLU) designation, and the Accredited Investment Fiduciary (AIF) designation. He holds a FINRA Series 7 and 66 securities registration and a Life, Health and Disability Income insurance license.
He lives in Northford, CT, with his wife Lauren and son Luca. In his free time, he enjoys golf, basketball, football, and spending time with family and friends.
Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Capital Management Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 146076 (06/19) (06/21)