Kevin’s Approach
Kevin G. Bond
Investment Research Analyst
Overview
Kevin Bond is an investment research analyst focused on supporting financial advisors with data-driven insights and portfolio analysis, working out of our Oklahoma City office. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Kevin develops investment studies, proposals, and research deliverables that help advisors evaluate opportunities and make informed recommendations. He works closely with leadership and advisory teams to translate complex market data into clear, actionable guidance aligned with client goals and long-term cash flow planning. His analytical approach reflects a multidisciplinary background that blends research, problem-solving, and communication.
Before moving into financial services, Kevin built a diverse professional foundation that includes roles in engineering and education. That experience shapes his ability to explain investment concepts clearly and approach research with both precision and practicality. He holds a bachelor’s degree in education with an emphasis in history from Missouri State University in Springfield, Missouri.
Kevin also supports No Boundaries International, an organization serving individuals affected by trauma, poverty, homelessness, and human trafficking. He enjoys spending time with his daughter, Lydia, and loves running, strength training, and traveling.
Education
- Missouri State University
Bachelor of Science in Education with an emphasis in History
Affiliations
- No Boundaries International – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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