Kevin Willoughby, CLU®, CFP®, RICP®
Login to view DISC.Kevin Willoughby is a Partner and Private Wealth Advisor at Beyond Financial Advisors, specializing in retirement distribution planning for his clients. A University of Illinois Urbana-Champaign alumnus, he holds Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP) designations to serve his clients complex financial needs.
Originally from the Chicago area, Kevin now lives north of Atlanta with his family. He is an avid sports fan, following Chicagos professional teams and his alma maters teams. He also enjoys playing golf in his personal time.
His team was recognized by Forbes as one of the Best-In-State Wealth Management Teams for 2024.
Read the full overview →How Kevin shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Kevin cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.