Kevin Davis

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Kennebunkport, ME

Credentials

Series 63, Series 65

Industry experience

11 years

About

Kevin Davis is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He specializes in goal-based financial planning, working closely with clients to develop comprehensive plans that align with their financial goals, needs, and preferences.

Kevin joined Fidelity in 2014 and has held multiple roles within the company, including Investment Consultant from 2018 to 2019, Relationship Manager from 2017 to 2018, and Financial Representative from 2014 to 2016. His extensive experience at Fidelity reflects a consistent focus on client collaboration and financial planning.

Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, spending time at the lake, and skiing.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Cash flow / budgeting

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage services, LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dillon B

Series 66

Saco, ME

Fidelity

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Wealth management Passive / index investing Active portfolio management

Quang N

Series 63, Series 65

Saco, ME

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Founder/Business Owner Intergenerational Families

Timothy H

Series 63, Series 66

Arundel, ME

Fidelity

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

General retirement planning Wealth management Financial Professional

Abigail B

CFP®, Series 66

Biddeford, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Retirement withdrawal strategies ESG / Sustainable investing

Seth C

Series 66

Arundel, ME

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Inheritance planning Professional Athlete Founder/Business Owner Intergenerational Families

Bryan F

Series 66

Arundel, ME

Fidelity

Bryan Frates is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to create and implement personalized financial plans aimed at providing confidence in their futures. Bryan has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before assuming his current role in 2022. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2020. Outside of his professional work, Bryan is interested in family activities, golf, spending time at the lake, music, and parenthood.

Financial Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")