Kevin McGrath, CFP®, ChSNC® in

Kevin McGrath, CFP®, ChSNC®

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CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® at UBS
📍 Atlanta, Georgia, United States

Kevin McGrath is a Senior Vice President and CERTIFIED FINANCIAL PLANNER™ at UBS, where he leads McGrath Consulting. A University of South Carolina alumnus, he specializes as a Chartered Special Needs Consultant®, advising families, individuals, and fiduciaries on complex financial, elder care, and intergenerational planning needs.

Beyond his financial expertise, Kevin is a retired U. S. Marine Corps Lieutenant Colonel and A-4 Skyhawk pilot. He is a passionate and decorated angler who dedicates time to causes like the American Cancer Society.

Unique fact: Kevin holds multiple world records from the International Game Fish Association for Arctic Grayling and Shoal Bass.

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Experience
47 Years
Current Role
CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant®
Job Level
Senior
Location
Atlanta, Georgia, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Special Needs Planning
His entire practice is built around providing specialized financial guidance to families and individuals with special needs, a topic he frequently posts about.
Fiduciary Responsibilities
He focuses on educating and providing objective advice to trustees, attorneys, and other fiduciaries to help them effectively serve their clients.
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Career

Work history

3-2005
CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant®
UBS
6-1994
Senior Vice President--Wealth Management
UBS
5-1978 - 6-1994
USMC Officer/A-4 Skyhawk Pilot
United States Marine Corps
In the press

Media appearances

Kevin McGrath - UBS Wealth Management - Forbes Profile. Featured in Forbes
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Education
1974 - 1978
B.S.
University of South Carolina
CERTIFIED FINANCIAL PLANNER™
CFP Board
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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