Kevin A. Morse, CPA®, MSF, MST

Capital Analysts of New England, Inc.
35 Braintree Hill Office Park Suite 400
Braintree, MA 02184

Phone: (617) 786-1600
Fax: (617) 479-8512
kmorse@CapitalAnalystsNE.com
www.CapitalAnalystsNE.com

Credentials

CPA, M.S Taxation, M.S. Finance, Series FINRA 7, 24 and 63 Registrations.

Business Focus

Kevin specializes in evaluating and designing financial and tax strategies for his clients’ individual needs. He works with business owners and individuals and believes that each client’s situation is unique. He spends time educating his clients and tailoring their planning to help them achieve their personal and business goals.

Family

Kevin and his wife Deb live in Walpole MA and enjoy spending time in the Lakes Region of NH with their triplet daughters.

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.

Meet Our Members

Next Events

Link to Events

Grand Rapids, MI
August 14-16, 2024
Bentonville, AR
February 19-21, 2025

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Kevin A. Morse, CPA®, MSF, MST