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Kevin Barton

Kevin Barton

Internal Wholesaler, Separate Managed Account Administrator

Followers of Kevin Barton1000 followers
location of Kevin BartonGreater Phoenix Area

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  • Timeline

  • About me

    Financial Advisor / Founder, Managing Principal at Elevate Financial

  • Education

    • Nogales High School

      -

    • University of Arizona, Eller College of Management

      -
      Bachelor of Science, Business Administration - BSBA

  • Experience

    • Davis Advisors

      Aug 1998 - Jan 2004
      Internal Wholesaler, Separate Managed Account Administrator

    • Voya Investment Management

      Jan 2004 - Jan 2005
      Senior Regional Sales Representative

    • Empower

      Jan 2005 - Jan 2007
      Client Relationship Manager

    • ADP

      Feb 2007 - Mar 2012
      Corporate Retirement Plan Consultant

    • CBIZ

      Mar 2012 - Jul 2014
      Retirement Plan Specialist; Financial Advisor

    • Elevate Financial

      Jul 2014 - now
      Founder, Managing Principal

  • Licenses & Certifications

    • ARPC - Accredited Retirement Plan Consultant, The SPARK Institute

      The SPARK Institute, Inc.