Kevin Dolph, CPA*

CPA

Domicile State: NY
Phone: 516-391-0380
Fax: 516-391-0399
E-mail:
 

Kevin Dolph is a Certified Public Accountant, who is a native of Long Island growing up in Huntington, NY. Kevin graduated from Lehigh University with a Bachelor Degree of Science in Accounting.  After graduation, Kevin served as a Senior Associate in the Financial Services Assurance practice of Grant Thornton.

While at Grant Thornton, Kevin was responsible for the coordination and management of audits and other business advisory engagement services for the financial services industry, including hedge fund, private equity, and the fund of fund clients.  He also worked as a Tax Associate in the Private Wealth Services Group at Grant Thornton, where he was responsible for preparing and reviewing tax returns for high net worth individuals.

 Kevin joined the Sterling Wealth Management Group and currently holds Series 7 and 63 licenses through MML Investors Services, LLC., as well as, Life, Health and Variable licenses.  He has grown his practice through implementation of retirement planning and financial strategies and life insurance solutions based on the client's objectives and needs.

He offers financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services**

**Trust services offered through the MassMutual Trust Co., FSB

Kevin resides in Port Washington and in his spare time is an accomplished avid golfer and has won many amateur tournaments.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck