Kevin B. Dolan, MBA, ChFC and CASL

Managing Director, Principal

Kevin B. Dolan, MBA, ChFC and CASL, has a vast financial and investment management background earned over the past 20-years. Prior to Banyan, Kevin was a Regional Consultant for Fidelity Investments.

An active member of the financial community, Kevin is also a former board member of the Society of Financial Service Professionals, SW Florida Chapter. He is also a past president of the International Association of Financial Planners. Currently, he is the President of the Cancer Alliance of Naples.

Kevin earned his MBA and bachelor’s degree from the New York Institute of Technology and holds Charted Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations from the American College.