Kevin Dubner, CLTC®
Vice President, Wealth Manager
Kevin Dubner is a Partner, Vice President, and Wealth Manager at Sentinel Wealth Advisors of Steward Partners in the Albany, NY office, joining the firm in June 2020. He has over 42 years of experience as a Financial Advisor. Prior to joining Steward Partners, Kevin held positions at Janney Montgomery Scott (14 years), UBS Financial Services (6 years), First Albany Corporation (13 years), and Advest (3 years).
Kevin studied at the University at Albany with a double concentration in accounting and economics and worked as an accountant before entering the investment business.
“Accounting is an excellent way to begin as an investor because accounting is the language of business, and this knowledge has proven invaluable to me in understanding company finances, economic and market trends. With ongoing education and ardent reading of financial publications, I pride myself on giving informed investment advice and appropriate financial options to my clients.” – Kevin Dubner
Kevin holds his FINRA Series 7, & 63, as well as his State of New York Life & Health Insurance License and a CLTC (Certified in Long-Term Care) designation. Kevin’s practice focuses primarily on retirement and financial planning, portfolio management, and insurance planning. Kevin assumes many responsibilities related to client’s overall investment strategies, including choosing the appropriate equity or fixed income vehicles and overseeing the financial plan for client’s long-term financial goals.
Active in his community, Kevin volunteers his time and expertise in fundraising for numerous local charitable organizations. In 2007, Kevin was the recipient of the “You’re an Angel” award from To Life! (a breast cancer support & education nonprofit in Delmar, NY) for designing a software program to run their fundraising gala. The success of this program led other organizations to seek out Kevin’s expertise for their fundraising events, specifically: The Crohn’s & Colitis Foundation of America of Northeastern New York, The Center for Community Justice, and the Albany Center Gallery (ACG). 2020 marked the 50th fundraising event using Kevin’s software since its inception in 2005, all provided at no cost to the charitable organizations using it. In 2012, Kevin was nominated to the Board of Directors at To Life!, lending his expertise in finance to the organization and is currently chair of the board finance committee. Kevin was nominated to the Board of Directors at Albany Center Gallery (a nonprofit art organization in Albany, NY supporting the region’s visual artists) in December 2014 and has served in the roles of Board President, Vice-President, and is currently Treasurer. In 2022 Kevin was the recipient of the “Les Urbach (ACG’s Founder) Lifetime Achievement Award” from Albany Center Gallery and received a “Certificate of Special Congressional Recognition” in recognition of outstanding and invaluable service to the community, presented by Paul D. Tonko, U.S. Congressman from New York’s 20th Congressional District in the Capital Region.
“It is extremely rewarding to know you’re helping these great organizations make a difference in the community, and one of the best things I do.” – Kevin Dubner
Originally from Brooklyn, NY, Kevin has lived in the Albany, NY area for the past 43 years and currently resides in Selkirk, NY with his wife, Cindi, and their French bulldog, Jasmine. In their spare time, Kevin and Cindi enjoy attending art gallery openings and broadening their knowledge of the art community in the Capital District, wine tastings, theater, travel, and family time with their children and grandchildren.
Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions LLC, Steward Partners Advisory, LLC, and Steward
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