Broker Check
Kevin Banitt, CFP®

I’m Kevin Banitt, CFP®, partner and financial planner at our firm. I started in the finance industry after earning a bachelor’s degree in economics from the University of Minnesota. In 2008, I found a home in financial planning as I worked jointly with a Minnesota-based advisor for four years. When it came time for him to retire, I bought his practice in 2013.

While I’m a Minnesota native and still maintain a full staff and office there, my wife and I moved to South Carolina in July of 2018. Yes, part of the reason was to avoid those Minnesota winters. But I’m also here to work with clients on the East Coast while partnering with another soon-to-retire advisor.

My wife, Devin, and I are enjoying raising our family. We have two boys, Maxwell and his younger brother, Miles. When I have some free time on my hands, you can find me spending it with our family, or enjoying some boating, golf, hunting, fishing and archery.

You can find Kevin at our Columbia, South Carolina location as well as our Rochester, MN location.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.