Advisor Profile

Kevin Shea

Senior Director, Wealth Management

Kevin specializes in providing investment advisory services to business owners and professionals in various industries.

Kevin has more than 20 years of experience providing insurance, investment, retirement planning and estate consulting services to executive-level and high-net-worth clients. He specializes in providing investment advisory services to business owners.

Having worked both in the financial planning and accounting industries, Kevin has an understanding of investment risk tolerance. He specializes in designing diversified investment allocation strategies customized to meet each client’s overall financial objectives. He provides retirement planning services to business owners in addition to helping to craft and properly fund business succession plans. He also works with post-retirement clients to develop wealth transfer and income distribution strategies.

His success in the insurance industry has also earned Kevin membership in the Million Dollar Round Table (MDRT) Association and participation in the CEG Worldwide Roundtable, a national coaching program for top financial advisors.


  • CFP®
  • CPA
  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)
  • Financial Planning Association (FPA)
  • Series 65 Securities Licenses and Life and Health Insurance Licenses
  • The Noblemen, Virginia Beach


  • Bachelor of Science in Accounting, Clemson University