Skip to content
facebook
  • T: 919.784.8300
  • TF: 800.688.4380
  • F: 855.824.7380
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Kenie Wrenn
    • John A. Robinson
    • Donna Woodard-Batten
    • Theresa Gilmore
    • Our Partners
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Private Wealth
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • Worthwhile
  • Contact Us
    • Contact Us
    • Event RSVP
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Kenie Wrenn Wealth Management of Raymond James
    3515 Glenwood Ave Ste 200 Raleigh, NC 27612-4934 T: 919.784.8300 TF: 800.688.4380 F: 855.824.7380
    Map and Directions Map and Directions
Kenie Wrenn Wealth Management LogoKenie Wrenn Wealth Management Logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Calculator
    • Newsletter
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Always here for you
Kenie Wrenn Wealth Management LogoKenie Wrenn Wealth Management Logo
  • Kenie Wrenn Wealth Management of Raymond James 3515 Glenwood Ave Ste 200 Raleigh, NC 27612-4934
  • T 919.784.8300
  • TF 800.688.4380
  • F 855.824.7380
  • Map & Directions
  • Map & Directions
facebook

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use