Kevin R. Morse
Managing Director – Financial Planning Services
Kevin joined 401K Retirement Partners, LLC in early 2016 as a managing director of financial planning services and has been providing investment advice as a registered representative for over 10 years.
Formerly with Merrill Lynch and Bear Stearns (in NYC) Kevin specializes in analyzing 401K plans and providing advice for overall plan improvement. He focuses specifically on suggestions for improving investment fund line-ups and participant services; providing enhanced fiduciary protection, and lowering “all in” plan expenses.
Dedicated to both his clients, profession and country, “Sergeant” Morse has contributed over 25 years of service in the United States Marine Corps and the Army National Guard. He has been stationed in Bosnia, Guantanamo Bay, Bahrain and Iraq.
A graduate of the University of Massachusetts - Amherst, MA, Kevin received a Bachelor of Arts in Economics and History and a certificate in Asian Studies in 1999.
Professional Licenses: FINRA Series 7 and 65, as well as a life insurance, variable and health insurance.