Kevin Sarvey

About Kevin Sarvey

Kevin Sarvey is a driven and ambitious finance student with a deep interest in the financial industry. He is keenly focused on continuous learning, combining his academic knowledge with real-world insight to build a solid foundation in investment strategies and market analysis. 

Known for his strong analytical and problem-solving abilities, Kevin thrives in challenging environments where precision and critical thinking matter. His passion for data-driven decision-making fuels his growth in both technical and strategic areas of finance. This is reflected in his wide-ranging skill set, which includes advanced mathematical understanding and the ability to communicate complex ideas clearly and effectively across teams.

As he gains hands-on experience and broadens his knowledge through coursework and industry exposure, Kevin remains committed to delivering value. His strong work ethic and sharp financial mindset will doubtlessly enable him to contribute meaningfully to any forward-thinking organization.

Kevin Sarvey grew up in Lemont, Illinois, where he attended Lemont High School. Throughout his time there, he played both football and lacrosse and consistently earned a spot on the honor roll. 

In August 2021, Kevin began his college journey at the University of Tampa in Florida, where he graduated in May 2025 with a Bachelor of Science in Finance. His background combines academic achievement with athletic discipline and a strong foundation in teamwork and commitment.

Kevin has always been highly motivated in finance. At the age of 17, he began trading independently through a custodian account with his mother, gaining early success and insight into the markets. 

This experience enabled Kevin to develop strong skills in financial analysis, investment strategy, budgeting, and data interpretation. Apart from proficiency in Microsoft Office, he was also knowledgeable in accounting principles and risk management, especially thriving in collaborative environments. 

Kevin’s academic background includes coursework in business analytics, accounting, investments, and international finance. These capabilities have equipped him with a solid foundation to approach complex financial challenges with precision and strategic thinking.

Kevin gained valuable professional experience as a Sales Representative at Able Sterling Roofing in Tampa, Florida, from May to November 2024. In this role, he identified and engaged potential clients through targeted outreach, helping expand the customer base. 

As a Sales Representative, Kevin worked closely with homeowners to assess their needs and present customized roofing solutions, improving sales conversions significantly. He also coordinated with project managers and installation teams, helping streamline operations and enhance client satisfaction. 

Kevin’s follow-up efforts supported lasting relationships, referrals, and repeat business for the company. He also offered practical experience in sales, communication, and client service.

Kevin served as a Financial Analyst Intern at Florida Financial Advisors in Tampa from May 2022 through May 2025, working directly under district manager Mitch Mulcahy. Over three years, he gained extensive experience supporting financial planning and investment analysis for a diverse client base. 

At Florida Financial Advisors, Kevin’s responsibilities included conducting portfolio research, evaluating risk profiles, and providing tailored recommendations to enhance performance. He also performed in-depth market research and applied financial modeling to identify strategic investment opportunities. 

Kevin’s work supported key decisions and contributed to overall client success. In addition, he led a prospecting initiative using CRM tools to identify high-potential leads, which measurably improved the company’s client acquisition efficiency. 

Part of Kevin’s role also involved creating Excel-based reports and dashboards to track key financial metrics, helping senior analysts monitor trends and refine strategies. This role sharpened his technical skills and deepened his understanding of client-focused financial services in a dynamic, real-world environment.

Kevin became Bloomberg Certified in ESG, Market Concepts, and Financial Fundamentals in October 2024. In June 2025, he began working as a Client Services Associate at Morgan Stanley in Tampa.