Kevin McGrath, CFP®, ChSNC®
Evaluator · DISC type cdsKevin 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.
Read the full overview →How Kevin shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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