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KW

Kevin Weaver

Partner at Austin Private Wealth, LLC

Austin, TX , United States

About

Kevin Weaver, CFP®, is a Partner at Austin Private Wealth in Austin, Texas, where he delivers personalized wealth management and fiduciary financial planning services to individuals, families, and institutions. His key responsibilities include asset allocation, holistic portfolio design, and advising on areas such as retirement, education, estate planning, and charitable giving. Weaver specializes in constructing diversified, tailored portfolios with a focus on public equities, fixed income, and alternative investments, in addition to providing guidance on tax-efficient strategies and intergenerational wealth transfers.

Prior to joining Austin Private Wealth in 2021, Kevin developed a successful solo advisory practice after beginning his career in management consulting at Deloitte and corporate finance at IBM. He spent nearly 18 years as a Financial Advisor at Ameriprise Financial Services, demonstrating extensive expertise in comprehensive planning, risk management, and client education.

Weaver holds a Bachelor of Arts in Economics from Trinity and is a CERTIFIED FINANCIAL PLANNER™ professional. He is recognized for his thought leadership, including public commentary and insights on legislative developments such as the SECURE Act 2.0, and is dedicated to delivering conflict-free, client-first solutions through a fee-only fiduciary advisory practice.

Career History

OrganizationRoleDate RangeDetails
Austin Private WealthPartnerJan 2022 to Present
Austin Private WealthFinancial AdvisorMay 2021 to Dec 2021
Ameriprise Financial Services, Inc.Financial AdvisorAug 2003 to May 2021
IBMBusiness Development ManagerApr 2001 to Aug 2003
DeloitteConsultantAug 1998 to Apr 2001

Education

Trinity

Bachelor Of Arts, Economics

1994 1998

Skills & Expertise

Product Development
Mystery Shopping
Market Research
IP
Capital
Business Intelligence
Analysis
Financial Services
Footflow
User Polls

Others at Austin Private Wealth, LLC (6)

NameRoleLocation
Kieu Le
Kieu Le
PartnerAustin, TX , United States
Reagan Stephenson
Reagan Stephenson
Investment AnalystAustin, TX , United States
Ariane Penz
Ariane Penz
Managing PartnerUnited States
Caroline Meekins
Caroline Meekins
Managing PartnerAustin, TX , United States
Gisela Kastner
Gisela Kastner
Managing PartnerAustin, TX , United States
K
Kenneth Daly
Trading SpecialistAustin, TX , United States

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