Kevin Hagerty, AIF®

About Kevin

Kevin Hagerty is a Financial Advisor at Saxon Financial Services.

He joined Saxon in December of 2012, having been a Financial Advisor for 18 years specializing in financial planning solutions.

Kevin and his wife, Lori, enjoy spending their free time involved in various school and sporting events with their two sons. They also enjoy spending time visiting family on the shores of Northern Michigan’s Lakes and working on various projects around the house like landscaping. Kevin also enjoys golfing and traveling as well as spending time outdoors.


Kevin holds the FINRA Series 6 and 63 securities licenses. He is also licensed for Life and Health Insurance and Annuities and is designated as a Financial Agent.

Kevin is a graduate of the University of Cincinnati and considers himself well involved in individual community service projects like Impact Kentucky, Feed the Children, the Susan G. Komen walk and also sponsors a child in Nicaragua. He has spent a majority of his career working with clients in colleges and universities, medical settings and both public and private schools. Kevin specializes in helping individuals and families with their financial needs, whether you are planning for retirement, your child’s college education, have questions about investments or evaluating the need for life, disability or long term care insurance.

His focus has been on building, managing and preserving client assets with an emphasis on asset allocation and retirement income planning. Kevin’s main focus is to design a solution that achieves your objectives while taking care of your specific needs.

Check the background of this investment professional on FINRA’s BrokerCheck.


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