Carey Kesner, CFP® – Advisor Associate

Carey Kesner is a Certified Financial Planner™ professional and is an active member of the Financial Planning Association.

Carey originally joined the Stavis Margolis team in 2004 as an intern for the Insurance and Financial Planning Departments, while completing his undergraduate studies at Houston Baptist University. In February 2005, Carey graduated Magna Cum Laude from HBU with a Bachelor's of Business Administration in Finance. Upon Graduation, Carey accepted a position as a Financial Planning Analyst and then in early 2007 was promoted to Advisor.

Carey complete the Certified Financial Planner™ coursework at Rice University and passed the CFP® exam in July 2006. Carey also holds Securities registrations 7 and 63 and is registered with the Texas Department of Insurance.

Carey offers Securities through FSC Securities Corporation, a registered broker/dealer. Mmeber FINRA/SIPC. Advisory Service offered through Stavis Margolis Advisory Services, Inc., a registered investment advisor not affiliated with FSC.