Kevin McCloud, CFP®, ChFC®
Vice President - Wealth Advisor, NMLS #456818
- First Business Bank
- Brookfield, WI
Kevin McCloud, CFP®, ChFC®, joined First Business Bank as Vice President - Wealth Advisor in 2022. Kevin has more than 10 years of experience assisting high net worth clients with complicated lending, retirement planning, and multigeneration legacy planning. He earned a Certified Financial Planning designation and is a credentialed Chartered Financial Consultant. Kevin also holds FINRA Series 6, 7, 63, and 66 licenses and Wisconsin Health and Life Insurance licenses.
Originally from Harvard, IL, Kevin earned a bachelor's degree in business administration from Trinity Christian College and a master's degree from Northwestern University in 2013. He's active in several organizations, volunteering as Committee Member of MSC Alumni Association at Northwestern University, Committee Member for Cub Scout Pack 294, and Committee Member for Boy Scout Troop 24. In his free time, Kevin enjoys traveling, camping, and hiking with his family and plays rec league softball in Waukesha.
Talking To Children About Managing Wealth