Kevin Sercia is a Senior Wealth Advisor with Lighthouse Private Wealth joining in 2025. Kevin conducts comprehensive portfolio analytics, performance due diligence, research on potential investments, and creation of client plans. In addition, he communicates with clients regarding service needs, facilitates advice delivery implementation, processes data to help produce appropriate strategies, and executes client transaction requests. 

Kevin earned his Bachelors of Science in Quantitative Economics for the Unites States Naval Academy. As a Naval Officer he served as a pilot flying the T6-B Texan. With over 10 years in the Financial Industry Kevin holds Series 7, Series 66, Series 86, and Series 87 registrations through LPL Financial, and Florida Life, Health and Variable annuity Insurance licenses.

Kevin is a native of Martin County, FL. Away from the office, he enjoys spending time with his family including his wife, Kelly and their 4 sons. Kevin also enjoys most sports, running and swimming.