Kevin Scott Woolf, Experienced Financial Professional (Taylor Capital Holdings LLC ) Real Estate Agent

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Kevin Scott Woolf
Experienced Financial Professional
location_on Winter Haven, FL — Taylor Capital Holdings LLC
Get to Know Kevin Scott Woolf

In 2010 Kevin Scott Woolf graduated from the University of Missouri-Kansas City, where he earned a bachelor’s in accounting. Soon after, he accepted a position with Adamson and Co. as an accountant, preparing tax returns for individuals and organizations as well as audits, reviews, and compilations for businesses. Kevin Scott Woolf served the firm for two years, after which time he transitioned into personal finance as an advisor with a major investment banking and financial services company.

Charged with more than $100 million in assets, Mr. Woolf developed overall financial plans and handled a variety of retirement plans on clients' behalf. He approached this work with a number of credentials, including Series 7 and 66 licenses.

In 2016 Mr. Woolf accepted the position of chief financial officer (CFO) of real estate development group Tom Wolf Co. LLC. He now oversees a portfolio valued at more than $40 million. He recently took on the additional role of CFO for Taylor Capital Holdings, LLC, an investment group that identifies and funds companies that produce free cash flow.

Skills

Management, Leadership

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Kevin Scott Woolf - Experienced Financial Professional