Dr. Kevin McGarry, CIMA, CRPC - McGarry Leadership | LinkedIn (original) (raw)
About
I’m a strategically-focused Financial Services Executive and Thought Leader who excels in…
Articles by Dr. Kevin
Activity
Experience & Education
McGarry Leadership
View Dr. Kevin’s full experience
See their title, tenure and more.
Licenses & Certifications
Certified in Long Term Care
CLTC
Series 6, 62, 63, 24, 26, Life and Health Insurance Licenses (Active)
FINRA
Volunteer Experience
Publications
“Motivation Matters: Getting the Best from Your Talent”
Independent Article 2018
“Most Retirees Do Not Regret Claiming Social Security Early”
Investment News 2016
“Are Employer Savings on Health Care Being Reinvested in Retirement Plans?”
Investment News 2015
“Lock It In: Using Annuities to Cover Basic Living Expenses for Life”
The Wall Street Journal 2010
“You’re Not Done Yet: Financial Planning Should Continue After Retirement”
The Wall Street Journal 2010
Projects
Selected Speeches & Presentations
-
Middlesex University Commencement | Masters Program Impact (2017)
Nationwide President’s Council Award Conference | Health Care (2015)
LPL National Sales Meeting | Health Care Program Launch/Social Security (2011, 2014)
Honors & Awards
Best Wholesaling Support: Tier III Asset Managers
FUSE Research
2018
Gerry Fowler Prize for Masters Program Achievement
Middlesex University
2017
Best Company for Leadership in Insurance and Financial Services
IAIR
2015
Premier Partnership Award: Consultant Relationship Management Team
Nationwide Financial
2015
Innovation Award for Social Security
BISA
2014
Marketing Innovation Award
Insured Retirement Institute
2014
Wealth & Money Management Award: Innovation in Retirement Challenges
Wealth & Finance Intl.
2014
Innovation Award for Health Care
BISA
2013
Top Sub-Advisory Team: AB - AllianceBernstein
Market Metrics
2008
Best Wholesaling Team: AB - AllianceBernstein
Pacific Life
2007
Excellence in Sub-Advisory Award
AB – AllianceBernstein
2007
#1 Sub-Advisory Wholesaler
Pacific Life
2005
Century Club Award
AB – AllianceBernstein
President’s Council Award
Nationwide Financial
Organizations
Money Management Institute (MMI)
Member
2017 - Present
Investment and Wealth Institute (IWI)
Member
2006 - Present
Insured Retirement Institute (IRI)
Member
2002 - 2017
More activity by Dr. Kevin
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