Kevin Amerio

Vice President - Wealth Management


Warren, New Jersey

Professional Profile

Call Me When

Call Me When... Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations

Contact Method


  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Cash management
  • Charitable giving
  • ESOPs
  • Estate planning
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Client Results


    New Jersey

    Member Since

    4 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX