My team focuses on helping advisors grow their practices, enhance their enterprise value, and achieve operational excellence. We align business vision with advisor needs – ensuring the firm’s initiatives are grounded in frontline realities and positioned for long-term success.
Kevin ShubleyAbout
With over 20 years of experience in the wealth management industry, Kevin brings deep expertise in private investment counsel, portfolio management, and strategic business transformation.
Before joining Richardson Wealth in 2024, Kevin served as Head of Strategic Initiatives at a boutique independent wealth management firm, where he led critical projects driving innovation and firm-wide growth. Prior to that, he was Head of Private Investment Counsel at a bank-owned institution, where he also spearheaded a nationally recognized Portfolio Manager program.
Throughout his career, Kevin has led advisor development and engagement strategies, implemented change management frameworks, and overseen the creation of investment products and digital platforms to support scalable growth.
Kevin holds the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Chartered Financial Planner (CFP®) designations.