Wealth of Insight

5 posts in

Jonathan McAlister, CFP®

As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies. Prior to joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6…

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Jay Esche

Mr. Esche has over 25 years’ experience working in the securities industry and operates as the Chief Compliance Officer for Kimery Wealth Management. He spent 16 of those years as a securities regulator with the State of Florida, Office of Financial Regulation (“OFR”). He began his working for OFR in August of 1990. Mr. Esche…

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George R. Connor

George leads the firm’s research efforts and is responsible for the due diligence, evaluation and selection criteria used to identify investment managers on behalf of the firm’s clients. Additionally, he supports the firm’s asset allocation efforts, trading operations, and is a member of the firm’s investment committee. Prior to joining the firm in 2018, George…

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Matthew C. Heffington

Matthew specializes in working with family groups and institutional clients to create highly personalized strategic wealth plans designed to foster long-term financial sustainability and growth. Additionally, Matthew consults on corporate executive compensation, philanthropic planning and next-generation financial education. Prior to joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit…

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Kevin D. Kimery

As a Financial Advisor, Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges. Serving as the founding member of the firm, Kevin draws upon his extensive knowledge and more than 22 years of experience in the financial industry to design and implement customized…

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