facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Kevin Morrow


The Vision

Kevin has worked in the financial services industry since 1987. He spent his first decade in the insurance business, then became a bank-based Financial Advisor in Sonoma and Napa Counties. After a long career in with his previous institution, Kevin has decided to join Sonoma Wealth Advisors to continue to grow his business with Todd Gomes, Ben Sedillo and the Sonoma Wealth Advisors team.

Kevin grew up on a large dairy farm in River Falls Wisconsin. He attended the University of Wisconsin River Falls where he studied Agricultural Economics. After moving to Sonoma County in the early 1980s, Kevin became very interested in the wine industry. While pursuing his passion as a winemaker, he met Wendy, now his wife of 31 years. He has two stepchildren, Kopavi and Rachel, and a son, Dillon. 

Kevin is the winemaker and owner of Tara Bella Winery in the Russian River Valley, a producer of Gold Medal winning Cabernets. When he's not hard at work, Kevin spends his time with family and friends at their winery. He loves all outdoor activities: softball, golf, hiking, camping and traveling the world with Wendy. He enjoys reading about people overcoming adversities and success stories. Being from Wisconsin, he describes himself as a huge fan of all Wisconsin sports teams and is a proud owner/shareholder of the Green Bay Packers. 


Contact Information

Office Phone: (707) 569 2165

Cell Phone: (707) 217 0865

Email: kevin@sonomawealthadvisors.com



Best part of the job:

Building and nurturing long term relationships with my clients


Services Offered

I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.


Financial Planning

We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.


Retirement Planning

Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.


Investing

Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values. 




Get in touch With Kevin

Send an Email



Schedule a Meeting