Biography of Kevin Sarvey

Kevin Sarvey is a finance student with a focused interest in the financial sector. He blends academic knowledge with practical experience to establish a well-rounded understanding of investment strategies and market analysis. With a mindset grounded in continuous improvement, he seeks to grow by applying theoretical concepts in real-world scenarios

Kevin's strengths lie in analytical reasoning and solving complex problems. In environments where accuracy and clear judgment are essential, he performs effectively His dedication to data-informed decisions supports his advancement in both technical analysis and strategic

finance He possesses strong mathematical capabilities and communicates financial concepts effectively within team settings.

As he builds practical experience alongside his academic development, he stays committed to contributing value wherever possible. His strong work ethic and financial insight position him to support the goals of forward-thinking organizations

Educational Background

Kevin grew up in Lemont, Illinois, where he attended Lemont High School. He participated in football and lacrosse, regularly earning honor roll status These early experiences developed his discipline and ability to work well with others

Kevin enrolled at the University of Tampa in August 2021 There, he completed his Bachelor of Science in Finance in May 2025. His education reflects a balance of academic performance, athletic engagement, and the development of key interpersonal skills

Professional Skills and Capabilities

From a young age, he has shown an interest in the financial markets At 17, he opened a custodian trading account with his mother and gained hands-on experience in investing. This early exposure gave him practical insight into market behavior and investment principles

Kevin's skills include financial analysis, budgeting, and evaluating investment opportunities. He is proficient in Microsoft Office, familiar with accounting principles and knowledgeable about risk management. He also excels in team-oriented environments, where he supports collaborative financial problem-solving and decision-making

Through his coursework, he studied business analytics, investments, accounting, and international finance These academic areas provide him with a strong foundation to tackle financial challenges thoughtfully and thoroughly

Work Experience

Kevin worked as a Sales Representative at Able Sterling Roofing in Tampa from May to November 2024 In this role, he identified potential clients and implemented outreach strategies that helped expand the company’s customer base.

Kevin consulted with homeowners to understand their needs and provide appropriate roofing solutions. This not only supported conversion rates but also improved the customer experience. He worked with project managers and installation teams to ensure each project was completed smoothly

Kevin's efforts also included follow-up communication to support long-term relationships with clients. This resulted in repeat business and referrals. The experience developed his communication, organization, and client service abilities

From May 2022 to May 2025, he interned as a Financial Analyst at Florida Financial Advisors in Tampa under the supervision of a district manager Over three years, he supported financial planning efforts for a wide range of clients.

Kevin performed portfolio analysis, assessed risk profiles, and developed recommendations to support financial outcomes. His research focused on market trends and economic modeling, enabling him to identify opportunities for growth and expansion

One of his projects involved designing a prospecting system utilizing CRM platforms to enhance client acquisition strategies His contributions helped increase the firm’s efficiency in generating new business.

Kevin also created detailed reports using Excel, offering visual insights into key financial indicators. These tools helped senior analysts monitor progress and refine client strategies. His internship provided him with a comprehensive view of financial advising in action

In October 2024, he earned Bloomberg Certifications in ESG, Market Concepts, and Financial Fundamentals These certifications reflect his ongoing efforts to stay current and build his credentials in the financial services industry In June 2025, he began his role as a Client Services Associate at Morgan Stanley in Tampa.

Charity and Volunteer Work

Before college, he volunteered with Feed My Starving Children, where he helped prepare and package meals for communities in need. The organization focuses on combating malnutrition through scientifically developed meals, and his work contributed to this mission

Kevin supported the goals of ensuring that children grow with proper nutrition. His time with this group strengthened his sense of responsibility and highlighted the importance of contributing to meaningful causes.

Personal Life

Kevin Sarvey continues to lead an active lifestyle His background in football and lacrosse during high school taught him valuable traits such as teamwork and perseverance These lessons remain a part of his approach to challenges in both his personal and professional life.

He enjoys spending time outdoors, often kayaking, hiking, snorkeling, or relaxing on the beach Living in Tampa has provided him with many opportunities to explore nature and maintain a sense of balance

Physical fitness is part of his daily routine. As a member of Gold’s Gym in Tampa, he incorporates regular strength training into his schedule These activities help him stay focused and energized.

With each new experience, Kevin Sarvey builds on a foundation of discipline, knowledge, and commitment. His journey in finance is guided by a steady drive to learn, contribute, and improve