CFP, CEO, and former Penn State Defensive End ,Kevion Latham ,Discusses Wealth Management

The Walt Weekly sits down with CFP, Kevion Latham , financial advisor to professional athletes and entertainers, to discuss how to manage and grow wealth. As we all have heard, athletes become overnight millionaires only to find themselves, after leaving their sport, broke with little hope of transitioning to a productive life. How do we secure and grow our wealth so that we can pass it on generationally? That is a topline issue for us as a community.

About Kevion Latham

Managing Principal

GreenRose Wealth Management · Full-time GreenRose Wealth Management Nov 2018 - Present · 4 yrs Pittsburgh,Pennsylvania

Director of Planning

Signify Wealth Nov 2017 - Nov 2018 · 1 yr 1 moNov 2017 -  moGreater St. Louis Area Greater St. Louis Area

Financial Advisor Financial Advisor

Raymond James Financial, Inc., Inc. Feb 2014 - Nov 2017 · 3 yrs 10 mos · Greater Pittsburgh Area

 

Wealth Management Advisor

Merrill Lynch Merrill Lynch

Mar 2012 - Feb 2014 · 2 yrs· Greater Pittsburgh Area Greater

PNC

1 yr 3  Month! yr 3 months

Corporate Banking Analyst Corporate Banking Analyst

Jan 2012 - Apr 2012 · 4 Months ,Cleveland/Akron, Ohio 

Financial Analyst Development Program

Feb 2011 - Jan 2012 · 1 yr  AreaGreater Pittsburgh Area

Education:

Penn State University Penn State University

Bachelor of Science (B.S.), Finance

NFLPA Registered Player Financial Advisor

NFL Players AssociationI ssued Mar 2020 · No Expiration Date 

Certified Financial Planner

CFP Board Issued Nov 2016 · No Expiration Date Issued  Credential ID 270671

Charities

Board MemberBoard Member

Homeless Children's Education Fund Nov 2020 - Present · 2 yrs Nov 2020 - Present 

Advisory Committee Advisory Committee

Orange Arrow Players Association Dec 2020 - Present · 1 yr 11 mos