Investment Associate Archives - New Century Investments https://www.newcenturyinvestments.com/staff_tag/investment-associate/ Knowing Money Matters Thu, 09 Apr 2026 17:30:14 +0000 en hourly 1 https://wordpress.org/?v=6.1.10 https://www.newcenturyinvestments.com/wp-content/uploads/2021/12/cropped-Financial-Advisor-New-Century-Investments-Fort-Worth-TX-Fav-32x32.png Investment Associate Archives - New Century Investments https://www.newcenturyinvestments.com/staff_tag/investment-associate/ 32 32 Kevin Velez https://www.newcenturyinvestments.com/staff/kevin-velez/ Thu, 09 Apr 2026 17:19:34 +0000 https://www.newcenturyinvestments.com/?post_type=cws_staff&p=6005 Kevin brings 8+ years of tax experience, paired with a strong understanding of portfolio management and personal investing. Since joining NCI in 2024, he has helped clients connect investment decisions with tax strategy. He holds a BBA in Accounting and enjoys traveling and spending time with family.

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]]> Kevin brings over 8 years of tax experience, complemented by a strong understanding of portfolio management, passive strategies, and personal investing. He offers a well-rounded perspective on how investment decisions intersect with tax planning. Kevin started with NCI in 2024, holds a BBA in Accounting, and is passionate about helping clients from all backgrounds gain clarity and confidence in their financial situations. Outside of work, he enjoys hiking, traveling, and spending time with his family.

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