About Us
Kenneth M. Lampos has been in the financial services industry for more than 15 years. Beginning his career with Roney & Company in 1992, Ken remained with Raymond James & Associates as Vice President, Investments after the merger of the two companies in 1999. Specializing in individual stock and bond portfolios, 401(K) and 403(B) rollovers, retirement planning and estate planning, he strives to tailor comprehensive portfolios to meet each client's needs and goals.
A native of Portage, Michigan, Ken earned his bachelor's degree from Indiana University in Bloomington, Indiana. He holds his Series 7, 63 and 65, is insurance licensed in both life and health and holds the designations of Wealth Management Specialist and Retirement Plan Consultant.
Ken currently resides in Mattawan, Michigan with his wife, Cindy, and their three children, Dylan (10), Luke (8) and Michael (6). A sports enthusiast, he enjoys playing golf and basketball and also coaching Little League baseball and Rocket football.
As a registered assistant, Carole works closely with Ken in assisting the needs of his clients. She understands the importance of prompt, courteous service and embodies the "Service 1st" attitude.
Carole has been working in the financial services industry since 1996 beginning with Roney & Co. During her tenure with Roney & Co. she was involved with both back office operations as well as assisting the branch manager. While performing her responsibilities, she was twice awarded the Roney & Co. Employee of the Month STAR award. This award was given to employees who provided exemplary customer service. After the merger with Raymond James in 1999, Carole took on the additional responsibility of Branch Technical Liasion, earning her Level 10 certification in 2001.
Carole achieved the Series 7 license in late 2007 and completed her Series 66 license in early 2008. Carole graduated from Kalamazoo Valley Community College with an Administrative Assistant Certificate. She currently lives in Kalamazoo with her husband, Jason, and their two children, Clayton and Ava.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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