KEVIN WORSH
BNY Mellon Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Kevin Worsh is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Kevin Worsh - - BNY Mellon Wealth Management - Newark, Delaware, city=Newark, cepa_since=2020, display_country=United States, hs_object_source_detail_1=Find A CEPA (April 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kevin-worsh, lname=Worsh, hs_object_source_id=enrollmentId:1651343309588;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202025/WORSH-KEVIN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-APRIL.pdf, hs_createdate=1746191558480, cohortium_profile_title=Kevin Worsh | Wealth Manager at BNY Mellon Wealth Management | CEPA™ since 2020 | CEPA Connect Member, state=Delaware, id=27236906851, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Kevin Worsh, email=kevin.worsh@bnymellon.com, cohortium_meta_description=Connect with Kevin Worsh, a specialized Wealth Manager working with BNY Mellon Wealth Management based in Delaware., associated_contact_record_id=114276172928, website=https://www.bny.com/corporate/global/en.html, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202025/9263_Worsh_CEPA-Certificate-2025-April.pdf, is_editable=editable, url_slug_2=kevin-worsh, impersonate_user_url=https://exit-planning-institute.org/member-detail/kevin-worsh?impersonation=true, full_name=Kevin Worsh, hs_lastmodifieddate=1766024039521, phone=+13024212202, company_name=BNY Mellon Wealth Management, name=Kevin, hs_object_id=27236906851, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=19711, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://www.bny.com/corporate/global/en.html - Phone: +13024212202
- City: Newark
- State: Delaware
- Postal Code: 19711
- Country: United States
- Designations:
- Markets Served:
- Company Name: BNY Mellon Wealth Management
