Kevin B. Morrissey
Kevin is a Financial Advisor and forages for clams in Duxbury bay.
Utilizing a disciplined approach, Kevin focuses on gaining a thorough understanding of each client’s goals & objectives in order to provide a comprehensive financial plan and a truly customized investment portfolio to achieve long term financial success.
Kevin joined Grimes & Company in 2015 after working for a nationally recognized registered investment advisory firm in the Boston area. Kevin brings 20 years of financial services experience to his role. Kevin received his bachelor’s degree from Salve Regina University in Newport, RI.
Kevin resides in Duxbury, MA with his wife Lauren and 3 Children. He enjoys clamming in Duxbury Bay and golfing with kids during his free time.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.