
Kevin Sarvey
Client Services Associate at Morgan Stanley
Tampa , FL
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Summary
Kevin Sarvey is a finance student focused on building a strong understanding of the financial industry through academic study and practical application. He is interested in investment strategies and market analysis and applies classroom concepts to real-world scenarios. Kevin Sarvey values consistent progress and takes a disciplined learning and professional development approach.
He is recognized for his exceptional analytical thinking and problem-solving skills, particularly when precision and critical thinking are crucial. His interest in data-driven decision-making supports his growth in technical and strategic areas of finance. With mathematics, communication, and collaboration skills, he is comfortable contributing in team-based environments.
He grew up in Lemont, Illinois, where he attended high school and participated in both football and lacrosse. He was consistently on the honor roll, reflecting a strong academic commitment. In August 2021, he began his college education in Tampa, Florida, and graduated in May 2025 with a Bachelor of Science in Finance. His academic background reflects a combination of focus, discipline, and teamwork.
At 17, he began trading independently through a custodian account with his mother, gaining early exposure to financial markets. This hands-on experience helped him build budgeting, risk management, and investment analysis skills. His coursework included business analytics, accounting, investments, and international finance, giving him a well-rounded understanding of financial systems.
From May to November 2024, he worked as a Sales Representative at a roofing company in Tampa, handling client outreach and project coordination. Between May 2022 and May 2025, he interned as a Financial Analyst at an advisory firm, where he supported portfolio research, financial modeling, and report development under the guidance of a district manager. He earned Bloomberg Certifications in ESG, Market Concepts, and Financial Fundamentals in October 2024 and began working at a financial firm in Tampa in June 2025.
He has also volunteered with a nonprofit dedicated to meal distribution and enjoys staying active through fitness and outdoor activities. Kevin Sarvey continues to move forward with focus, purpose, and a commitment to long-term success.