Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Diana McCarthy
Operations Manager
Diana@mccarthyfinancialgroup.com
Diana not only manages the day-to-day operations of the office, but she is also Kevin’s wife and a partner at McCarthy Financial Group. Diana manages client access to the firm’s wealth management website, as well as...
Kevin Mccarthy
Chief Advisor/President
kevin@mccarthyfinancialgroup.com
Kevin’s Education/Licenses Held Barry University Securities Licensed – Series 7, Series 66 Insurance Licensed – Florida 214 Kevin’s Education/Licenses Held Barry University Securities Licensed – Series 7,...
Stephany Graves
Marketing Assistant
Stephany@mccarthyfinancialgroup.com
Stephany is the Marketing Assistant, handling all of our social media platforms as well as assisting Kevin and Vivian with client services. With only one year in this industry, Stephany appreciates having the opportunity to learn...
Vivian Cruz
Office Manager
Vivian@mccarthyfinancialgroup.com
Vivian is the Executive Assistant and Kevin’s sister-in-law. She assists Kevin in implementing new client proposals in addition to tracking new accounts to ensure they are being processed correctly and in a timely manner. She also...