

Kevin Sarvey
Client Services Associate
Tampa, Florida, United States
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Kevin Sarvey is a finance student dedicated to building a strong understanding of the financial industry through academic study and real-world experience. With a particular interest in investment strategies and market analysis, he continues to grow by applying what he learns in practical settings. He values steady progress and approaches each opportunity with purpose and focus.
Kevin is recognized for his analytical thinking and problem-solving skills, especially in areas that demand precision and thoughtful decision-making. His interest in data-driven analysis has allowed him to strengthen both technical abilities and strategic financial insight. He is effective in team settings and communicates financial concepts clearly, supported by a strong background in mathematics and business fundamentals.
Kevin was raised in Lemont, Illinois, and attended high school there, where he played football and lacrosse while consistently earning honor roll status. In August 2021, he began studying finance in Tampa, Florida and graduated in May 2025 with a Bachelor of Science in Finance. His academic path reflects both discipline and teamwork.
At 17, Kevin started trading through a custodian account with his mother, gaining early exposure to the financial markets. This experience gave him insight into budgeting, investment planning, and risk management. His coursework included business analytics, accounting, investments, and international finance, which provided a solid foundation for addressing complex financial challenges.
Kevin worked as a Sales Representative at a roofing company in Tampa from May to November 2024, where he handled client outreach and coordinated services. From May 2022 to May 2025, he interned as a Financial Analyst at an advisory firm, working under the supervision of a district manager. In that role, he contributed to market research, portfolio evaluation, and the preparation of reports. He earned Bloomberg Certifications in ESG, Market Concepts, and Financial Fundamentals in October 2024 and began working at a financial firm in Tampa in June 2025.
He has volunteered at an organization focused on food assistance and maintains an active lifestyle through fitness and outdoor activities. Kevin Sarvey continues to advance in his personal and professional journey with focus, commitment, and a strong sense of purpose.
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