KEVIN DEVALLE, CFP®
Kevin Delvalle is a Financial Advisor with Montoya and Associates. In working with Montoya and Associates, Kevin strives to continue with the company’s holistic approach to financial planning, helping clients with a variety of unique financial needs. His goal is to work with individuals, their families, and their businesses to help them plan for the future, through providing customized financial planning solutions.
Kevin started with Montoya and Associates in 2018. Prior to working with Montoya and Associates, he began his career with Merrill Lynch as a Financial Solutions Advisor in 2013 after graduating college. His primary focuses included helping clients with their retirement planning, education planning, and overall wealth management planning needs. While at Merrill Lynch, Kevin earned the CERTIFIED FINANCIAL PLANNER™ designation and also holds the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).
Kevin is a Jacksonville native and received his degree from the University of North Florida with a major in Finance. Kevin lives in Jacksonville Beach and enjoys golfing, surfing, watching Jaguar football, and spending time with family and friends.