Kevin Cantwell MBA

Experience

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  Shamrok Florist and Landscape Services Inc. formerly Shamrok Lawn Care

  Jan 1985 - Jan 1996

  President

  Responsible for all aspects of the business, including: marketing of new accounts, service for existing accounts, perform billing and collection for 100+ accounts.Train and develop 6 employees

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  Farm Family Life and Casualty Insurance

  Jan 1996 - Apr 2015

  Insurance Agent

  responsible for independent office, two employees.Service existing clients, perform marketing functions to develop new business and personal clients in both Property and Casualty. Life and Disability coverage as well as Financial Planning.Securities offered through

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  Farm Family Insurance

  Jan 1996 - Jan 2013

  Agent

  Help People to protect what they value most

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  Kevin J Cantwell

  Jul 1996 - Jan 2013

  Insurance Agent

  Retirement & Financial PlanningAsset accumulation and Retirement distribution planning

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  CDM Chamber of commerce

  Jan 2000 - Jan 2011

  Member

  Volunteer

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  Cornell Cooperative Extention

  Jan 2008 - Jan 2011

  Treasurer

  Not for profit educational association

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  Toastmasters International

  Jan 2008 - Jan 2011

  Competent speaker

  Former Toastmaster member

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  Mutual Inc. PlanMember Securities Corporation

  Nov 2013 - now

  Registered Representative

  Registered Representative, One of the biggest challenges we face in life is to plan for retirement and grow our net worth. A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. That’s where I can help.Please allow me the opportunity to assist you in reaching your financial goals. If you have any investment or financial questions, please contact me at 631-467-2211 ext. 221. You can email me at [email protected] or visit my website www.planmember.com/kcantwell . I would enjoy sitting down with you to discuss any questions or concerns you may have.Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. PlanMember Securities Corporation is independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by this representative. Show less

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  Mutual, Inc.

  Apr 2021 - now

  Kevin J. Cantwell is the Managing Partner of Mutual, Inc. a member of U.S. Retirement & Benefits Partners and helps clients manage their savings and plan for retirement. Prior to joining Mutual, Kevin managed a local insurance agency for more than 19 years, serving the insurance needs of individuals and small business owners and their families on Long Island. Since then, he has turned his focus toward helping to design a customized investment program utilizing products and planning tools to help clients achieve their investment goals. Kevin understands that every investor is unique, and he works with his clients to construct strategies that are suited for their individual circumstances.Kevin holds Life and Health Insurance and Property and Casualty Insurance licenses, as well as Series 7, 63 and 66 securities licenses. He received an Associate’s degree in Business from Suffolk Community College, a Bachelor’s degree from St. Joseph’s College in Patchogue and a MBA in Accounting from St. Joseph’s College. Show less

  • Financial Advisor

    Mar 2024 - now

  • Managing Partner

    Apr 2021 - May 2024