Kevin Margolis is the Managing Director and CEO of SFMG Wealth Advisors, a position held since September 2004, where responsibilities include overseeing comprehensive wealth management and investment management services. Prior to this role, Kevin Margolis served as a Tax Manager at KPMG Peat Marwick from 1989 to 1994. Kevin Margolis holds a Bachelor of Business Administration degree in Accounting and Finance from The University of Texas at Austin, earned between 1985 and 1989.
Location
Plano, United States
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