Kevin Sholly - Email & Phone Number

Investment Operations Coordinator at Ufinancial Group

Kevin Sholly is based out of Jonestown, Pennsylvania, United States and works at Ufinancial Group as Investment Operations Coordinator.

Kevin Sholly's Contact Information

Kevin Sholly's Personal email

p*****@aol***.com

Valid

Latest update

October 19, 2025

Location

Jonestown, Pennsylvania, United States

Kevin's current employer

Ufinancial Group

Description

We are a wealth management and investment firm helping families and business owners secure their tomorrow.

Website

ufinancialgroup.com

HQ Location

Mechanicsburg, Pennsylvania, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Ufinancial Group

Frequent questions about Kevin Sholly

What company is Kevin Sholly working for?

Kevin Sholly works for Ufinancial Group.

What is Kevin Sholly's function at Ufinancial Group?

Kevin Sholly is Investment Operations Coordinator at Ufinancial Group.

Where is Kevin Sholly based?

Kevin Sholly is based out of Jonestown, Pennsylvania, United States.

What is Kevin Sholly's personal email address?

Kevin Sholly's personal email address is p*****@aol***.com

Who are Kevin Sholly's co-workers?

Kevin Sholly's colleagues are Christopher Cocores, Brent George, Caitlyn Dracup, Tom Wall, Krista Messner, Amanda McKeever, Brenda Hepler, Edward Wood, Nicholas Clark, Victor Dupuis, Daniel Nutu, Nicole Carricato, Samantha Stormes, Melissa Yerger, Zachary Hogentogler, Andrew Smarr, Tony Feliciano, Daniel Thompson, Stephanie Jacobs, Kathryn Kopitsky, Deb Smale, Cindi Manning, Kathi Chambers, Kevin Fatherree, Bryan Dilcher, Frank Rankin, Grisha Iventichev, Brittany Olszewski, Neila Belhedi, Tiffany Miller, JoAnn Seker, Beverly Reisinger, Danny McKeever, Byron Dunlap, Deborah Pajak.

Kevin's co-workers

Christopher Cocores

President and CEO

Brent George

Financial Planner, Owner - Summit Pointe Advisors Team

Caitlyn Dracup

Director Of Operations

Tom Wall

Head of Advanced Planning

Krista Messner

Director of Advisor Services

Amanda McKeever

Agency Marketing Director

Brenda Hepler

Director of Advisor Care & Engagement

Independent Insurance Agent

Nicole Carricato

Financial Services Professional

Samantha Stormes

Wealth Management Intern

Melissa Yerger

Chief Operating Officer

Zachary Hogentogler

Financial Advisor

Andrew Smarr

Registered Representative

Tony Feliciano

Senior Partner

Daniel Thompson

Financial Services Representative

Stephanie Jacobs

Administrative Assistant

Kathryn Kopitsky

Office Manager

Deb Smale

Administrative Assistant

Financial Services Professional

Financial Services Professional

Compliance Administrative Assistant

Beverly Reisinger

Bookkeeper

Danny McKeever

Financial Services Professional

Byron Dunlap

Financial Planner at uFinancial Group

Deborah Pajak

Senior Partner

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