Career
Client Services Associate, Morgan Stanley
In June 2025, Kevin began working as a Client Services Associate at Morgan Stanley in Tampa.
Notes & Updates
A dated record of Kevin Sarvey’s education, work experience, and certifications.
2025
Education
Bachelor of Science in Finance, University of Tampa
Kevin graduated from the University of Tampa in Florida 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.
2024
Certification
Bloomberg Certifications
Kevin became Bloomberg Certified in ESG, Market Concepts, and Financial Fundamentals in October 2024.
Career
Sales Representative, Able Sterling Roofing
From May to November 2024, Kevin worked as a Sales Representative at Able Sterling Roofing in Tampa, Florida. He identified and engaged potential clients through targeted outreach, worked closely with homeowners to assess their needs and present customized roofing solutions, and coordinated with project managers and installation teams.
2022
Career
Financial Analyst Intern, Florida Financial Advisors
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. His responsibilities included conducting portfolio research, evaluating risk profiles, providing tailored recommendations, and creating Excel-based reports and dashboards to track key financial metrics. He also led a prospecting initiative using CRM tools to identify high-potential leads.
2021
Education
Started at the University of Tampa
In August 2021, Kevin began his college journey at the University of Tampa in Florida.
Earlier
Markets
First Trades Through a Custodian Account
At the age of 17, Kevin began trading independently through a custodian account with his mother, gaining early success and insight into the markets.
Volunteering
Feed My Starving Children
Before college, Kevin was a regular volunteer at organizations like Feed My Starving Children, where he helped pack and prepare meals for communities in need.