Advisors and Staff


Advisors and Staff

Kevin McBarron

Kevin McBarronKevin McBarron, a 1983 graduate of Indiana University, received a degree in Business Management/School of Public Affairs. Kevin holds registrations with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7), Registered Securities Principal (Series 24), Uniform Securities Agent (Series 63), and a Uniform Investment Advisor (Series 65). Kevin is also a licensed Life, Health, and Variable Annuity Insurance Agent (License #0D09768).

Kevin has 30 years of experience in the brokerage industry, including 14 years with major New York Stock Exchange wire-houses. He began his career with Merrill Lynch starting in their Mutual Funds/Asset Management Division in New York City and then advancing to a Financial Consultant in Clearwater, Florida. Kevin also spent 10 years as a financial consultant with Prudential Securities where he attained the title of Senior Vice President-Investments, ranking among the top 20% of financial advisors from 1989-94.

After 14 years at major Wall Street firms, Kevin decided in 1997 to represent his clients as an independent financial planner. Independence allowed Kevin to concentrate solely on the client goals, free from the profit agendas of major corporations. In April 2001, Kevin was featured in Registered Representative Magazine in an article titled "The Independent Life". Kevin has received advanced training or certification on topics including:

  • Estate Planning
  • Retirement Planning (including IRA's, 401K's & TSA's)
  • Fundamental Stock Analysis
  • Asset allocation
  • Advanced financial planning strategies
  • Mutual Fund Analysis
  • Insurance as an investment

Kevin has been married to his wife, Brenda, since 1992. He is the proud father of 4 daughters: Kelsey, Kacie, Kenzie, and Brielle. Fatherhood has limited outside hobbies, but Kevin is a sports fanatic, playing, watching, or coaching every sport possible.

Securities and advisory services offered through Union Capital Company, member FINRA/SIPC and a Registered Investment Advisor. Union Capital Company and WealthPlanners, Inc. are separate companies.