Kevin E. Barnes
Kevin E. Barnes
Prior to joining First Republic in 2016, Mr. Barnes was a Managing Director and Private Wealth Advisor at Merrill Lynch Private Banking and Investment Group where he worked alongside ultra affluent families by providing financial planning and asset management services. Prior to Merrill Lynch, Mr. Barnes was a Managing Director at Robertson Stephens. Prior to Robertson Stephens, he was a Managing Director in the Private Client Department at Montgomery Securities.
Mr. Barnes has been named among the top advisors in the United States in several publications including Barron’s Top 1,000 Advisors1, Barron's Top 45 Wealth Managers in the Bay Area2, and the San Francisco Business Times Bay Area list of Top Wealth Advisors3.
Mr. Barnes earned his Bachelor of Arts in Economics from Pepperdine University, graduating Class Valedictorian and Summa Cum Laude as well as his Masters in Business Administration from the UCLA Anderson School of Management. Mr. Barnes holds the professional designations of Certified Financial Planner (CFP®) and Charted Financial Consultant (ChFC®).
Wealth Management Experience: 23 years
1,2The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
3The annual ranking is based on Bay Area assets managed for individual clients. San Francisco Business Times does not receive compensation in exchange for rankings. Rankings reflect solely and exclusively the volume of assets managed or administered.
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