Kevin Haddon is a dedicated Relationship Manager and CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience in wealth management. He brings a client-centered approach to Serving Those Who Serve, leveraging his expertise to guide federal employees and their families toward secure, confident financial futures through personalized strategies and ongoing support.
A Virginia Tech graduate with a bachelor’s degree in finance, Kevin began his career in financial services at firms including Wells Fargo and Intercoastal Mortgage Company. Most recently, he served as an Investment Portfolio Analyst and Financial Planner at The Wise Investor Group of Raymond James, where he sharpened his skills in portfolio management, oversight, and comprehensive financial planning. As a CFP® professional, Kevin excels at breaking down complex financial concepts into clear, actionable plans, empowering clients to make decisions that align with their unique goals, values, and life stages.
Kevin’s commitment to exceptional service is rooted in his belief in the life-changing impact of thoughtful, holistic financial planning. He takes great pride in building strong, trust-based relationships, ensuring every client feels heard, supported, and confident throughout their financial journey.
Outside of work, Kevin is actively involved in his community as a coach for his children’s youth sports teams, focusing on building teamwork, resilience, and enjoyment in the game. He also enjoys exploring nature through hiking and cherishes quality time with his family. Kevin resides in Aldie, Virginia, with his wife and children.