Kevin Vaillancourt, CPFA®, CHSA®

Vice President, Family Wealth Advisor

Mr. Vaillancourt joined Ancora in 2020 and works with individuals and families providing strategies to help clients reach their financial and retirement goals. Kevin has also served as a retirement plan advisor at Ancora, assisting with the design, maintenance and implementation of employer-sponsored retirement plans.

Prior to joining Ancora, Kevin served as an advisor for Sequoia and CBIZ Retirement Plan Services where he serviced retirement plans throughout Ohio. The majority of his career was spent with Fidelity Investments, specializing in 401(k)s as well as equity, fixed income, sector and international funds and ETFs. There, Kevin was a four-time Top Producer and President’s Circle Award Winner and generated over $4 billion in new assets. Other relevant experience includes time with Resource Securities where he focused on interval funds and non-traded REITs, and with Evergreen Funds where he assembled information and fund analysis to serve the wire house community. Kevin earned a Bachelor of Arts degree in Communication from Stonehill College, graduating cum laude. He holds the Certified Plan Fiduciary Advisor and Certified Health Savings Adviser designations, is a FINRA registered representative and holds Life and Health Insurance Licenses.

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