Seeking to improve his clients’ financial well-being through the disciplined management of their wealth, Kenneth takes pride in offering excellent care throughout the investment process.
“I believe in people over product, and the sole reason for my professional existence is to serve my clients’ financial needs,” Kenneth said. “I want them to have thorough confidence in knowing that I have a complete understanding of all the nuances of their financial lives and knowing that I will apply my expertise and the resources at my disposal to help them satisfy their goals.”
Kenneth, a Certified Financial Planner™ professional, earned his bachelor’s degree in economics from Auburn University and joined Raymond James in 2018, bringing with him more than 20 years of experience.
“I like that Raymond James’ culture places the client’s needs ahead of the needs of the home office and the needs of shareholders,” he said. “This parallels my personal philosophy of putting the client’s needs ahead of my needs as well.”
A detail-oriented advisor, Kenneth believes that being reliable, consistent and trustworthy has been a key to his success.
“My clients feel comfortable using me as a sounding board prior to making major financial decisions,” he said. “I will always give them objective advice that is in their best interest, even to the immediate detriment of mine. I know that if I always take care of my clients’ needs first, my needs will eventually be met as well.”
Often, that means facilitating meetings with his clients’ CPAs and estate planning attorneys to ensure that the wealth entrusted to him is invested in a tax-efficient manner for the most effective use during the client’s lifetime, while also ensuring a continuity of management during their lifetime and a smooth transition of that same wealth onto the next generation.
Kenneth lives in Greer, South Carolina, a suburb of Greenville, with his wife, Lori. They have three children: Claire, Fuller and Lucy. When he is away from the office, Kenneth enjoys spending time with his “incredible wife and amazing children” as well as fly-fishing and reading. He is a member of the diaconate at Mitchell Road Presbyterian Church, where he also serves as a children’s church volunteer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.