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
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