Kevin Ruth is the founder and creator of the Give-Get® financial planning game that teaches players basic financial concepts. Players go on money journeys where they give money to try to get money to grow their net worth. Kevin believes everyone should have access to basic financial education. With 30 years in the financial services industry, Kevin has led Private Wealth and Financial Planning teams at Merrill Lynch, UBS Financial Services, Fidelity Investments, and Raymond James.
At Fidelity, Kevin served as the first Chief Financial Planning Officer for Fidelity Personal and Workplace Advisors and served as the Chair for Fidelity Personal Trust Company. At UBS, Kevin was the Chair and CEO of UBS Trust Company, the president of UBS Financial Services Insurance Agency, and served on the board of the UBS Puerto Rico Family of Funds. Kevin is a Commissioner for the CFP® Board's Standards Resource Commission and is a Board Member for Signature Financial Services Group.
Kevin served four years in the U.S. Army. Since leaving the military, Kevin has supported non-profit Veteran-focused organizations and is on the Board of The Patriot Fund, a tax-exempt charitable organization that supports our Veterans and their families. In addition to his professional experience, Kevin holds a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Science degree from The American College.
Kevin is a CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, and Accredited Estate Planner. Learn more here.