Kevin Tavares serves as the Vice President and National Sales Director at Blue Ridge, where he is instrumental in shaping the sales distribution strategy for 401(k) and pension plans. With over 21 years of experience in the financial services industry, Kevin excels in team coaching and mentoring, ensuring that his team is equipped to meet client needs effectively. He fosters collaboration among key accounts and Blue Ridge associates, driving success across the organization.
Prior to joining Blue Ridge, Kevin spent 20 years with Fidelity Investments, dedicating 14.5 years to the Defined Contribution Investment Only market. His extensive experience includes working closely with record keepers, 401(k) advisors, consultants, third-party administrators, and other retirement plan centers of influence.
Kevin earned his Bachelor’s Degree in Finance with a Minor in Economics from the University of Massachusetts Dartmouth.
Outside of work, Kevin cherishes time spent with his family, including his wife, two daughters, and their goldendoodle. The Tavares family enjoys a variety of activities together, such as boating, fishing, skiing, and playing tennis and soccer.