Kevin Shreve

Kevin Shreve

CLU, ChFC

Retirement Planning Specialist

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Kevin began his career in financial services in June of 1978. He joined the company in 1985, and began doing business as financial adivsor at Financial Designs in 1990. Kevin attended King's College, Wilkes-Barre, PA as an engineering major in the early 70s. He received his CLU and ChFC designations from The American College, Bryn Mawr, PA in 1984. He is past president of the Ithaca, NY chapter of National Association of Insurance and Financial Advisors, and is currently their Treasurer. Kevin is a Qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. His hobbies include Ornithology, Hunting, Golf, Racquetball, Bridge, Gourmet Cooking, andĀ Gardening. He is currently on the Board of DirectorsĀ for the Community Foundation of Tompkins County.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

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