Kevin McGrath, CFP®, ChSNC®

Evaluator
DISC Type : cds

CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® at UBS

Atlanta, Georgia, United States

Overview

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.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

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

Topics They Care 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.
Intergenerational Wealth
A core service of his practice is helping families protect, grow, and transition their wealth across multiple generations.

Media Appearances

Kevin McGrath - UBS Wealth Management - Forbes Profile. Featured in Forbes

See Now

Work History

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

Education

1974 - 1978
B.S. from University of South Carolina
CERTIFIED FINANCIAL PLANNER™ from CFP Board

More Information

Social Presence :

Prographics :

Exp : 47 Location : Atlanta, Georgia, United States Job Level : Senior Designation : CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® at UBS
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kevin

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kevin take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kevin

Personality Compatibility


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