Kevin Morrissey joined Lido in 2021 as a Vice President, Wealth Advisor. Kevin is involved in growing Lido’s presence in New England. He has worked in financial services for over 19 years, having worked at some of the Boston area’s top Registered Investment Advisors helping high net worth individuals and families craft customized plans in the areas of investment management and wealth planning. His experience in financial services includes a broad knowledge of asset allocation and risk management with an eye to tax efficiency, retirement planning, and income protection strategies.
Kevin has also developed many strong relationships built on trust and integrity with both high net worth clients and investment professionals alike.
Kevin graduated from Salve Regina University with a Bachelor of Arts degree in Political Science and holds his Series 66. Kevin currently resides in Duxbury, MA with his wife, Lauren, and three children. In his spare time, you can find him golfing and spending time on Duxbury Bay with his family.