Kevin Sarvey is a finance student dedicated to merging academic knowledge with real-world application. With a focus on investment strategies and market research, he continually seeks to strengthen his financial foundation through coursework and practical experience. His commitment to growth drives his pursuit of excellence in the economic field.
He is known for his ability to analyze data and solve problems in high-precision environments. His attention to detail and structured thinking are key to his approach in technical and strategic finance areas. With strong mathematical understanding and clear communication skills, he contributes effectively to team-based projects and decision-making processes.
As he continues to learn and gain experience, he remains focused on delivering thoughtful, data-driven results. His consistent effort and steady mindset guide his professional development in finance.
Educational Background
Kevin Sarvey was raised in Lemont, Illinois, where he attended Lemont High School. While there, he participated in football and lacrosse and was regularly named to the honor roll. These activities helped build discipline, time management, and academic and athletic balance commitment.
In August 2021, he began his undergraduate studies at the University of Tampa in Florida. He earned a Bachelor of Science in Finance in May 2025. His academic path reflects a strong interest in finance and a desire to apply his studies to real-world industry situations.
Professional Skills and Capabilities
His early interest in finance began at 17 when he opened a custodian trading account with his mother. Through this experience, he gained firsthand exposure to financial markets and investment strategy, which laid the groundwork for his future development.
He built skills in financial analysis, budgeting, and interpreting complex data. He is proficient in Microsoft Office and has a solid understanding of accounting and risk management concepts. He works effectively in collaborative environments and supports team goals through meticulous planning and clear communication.
His coursework included business analytics, investments, accounting, and international finance. These subjects have provided him with a strong foundation in technical knowledge and broader economic understanding, which he applies to problem-solving in academic and professional settings.
Work Experience
He worked as a Sales Representative at Able Sterling Roofing in Tampa from May to November 2024. In this role, he identified new prospects and engaged homeowners through direct outreach. He assessed their needs and presented personalized roofing solutions, resulting in increased sales conversions and improved client satisfaction.
He coordinated with project managers and installation teams to streamline service delivery. His efforts in client follow-up helped maintain strong relationships and contributed to repeat business and referrals. This position gave him hands-on experience in customer service, sales strategy, and effective communication.
From May 2022 through May 2025, he worked as a Financial Analyst Intern at Florida Financial Advisors in Tampa under the direction of a district manager. Over three years, he supported various financial planning and investment research functions.
He performed portfolio analysis, evaluated risk tolerance, and developed personalized recommendations to improve client outcomes. He also conducted market research and applied financial modeling to identify potential investment opportunities.
He took the initiative on a lead-generation project using CRM tools, which improved the firm’s prospecting efficiency. He also created Excel reports and dashboards to track key financial indicators, enabling senior analysts to make better-informed decisions. This internship deepened his understanding of financial advisory services and expanded his practical skill set.
In October 2024, he completed Bloomberg Certification in ESG, Market Concepts, and Financial Fundamentals. In June 2025, he began working as a Client Services Associate at Morgan Stanley in Tampa, where he continues to build his career in the financial services industry.
Charity and Volunteer Work
Before entering college, he volunteered with Feed My Starving Children, where he helped package and prepare meals for families facing food insecurity. The meals, designed by nutrition experts, are distributed to support the health and development of children in need.
His volunteer work gave him perspective on the importance of service and the impact of helping others. It instilled in him a lasting sense of responsibility and the desire to support meaningful causes that improve lives.
Personal Life
Kevin Sarvey has always maintained an active lifestyle. His involvement in high school sports taught him the value of resilience, discipline, and teamwork. These qualities remain central to his personal and professional approach.
He enjoys spending time outdoors, often hiking, snorkeling, kayaking, or relaxing at the beach. Living in Tampa has allowed him to explore nature year-round and maintain a healthy balance between work and personal life.
He is a dedicated member of Gold’s Gym in Tampa, where he incorporates regular workouts into his daily schedule. Physical fitness is vital in helping him stay focused, energized, and committed to his goals.
With a strong foundation built on learning, discipline, and service, Kevin Sarvey continues to pursue his path in finance with consistency and purpose. His efforts reflect a thoughtful approach to growth and a clear intention to contribute meaningfully.
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