Utilizing his 15 years of experience, Thad Kuczynski strives to provide you the best possible financial solutions based on your specific circumstances and needs. His mission is to inform and educate you in those areas that directly affect your financial well-being. As your financial advisor, Thad takes a comprehensive approach to helping you reach your financial goals. Thad earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards in 2004, demonstrating that he is continuously expanding his knowledge in financial planning through rigorous continuing education courses and professional ethics training. His goal is to preserve what you have worked so hard to earn, and help manage your wealth so you can achieve goals.
Thad is a native of Cleveland, Ohio and a graduate of the Indiana University of Pennsylvania. Prior to joining Morgan Keegan and now Raymond James, Thad worked for The Vanguard Group from 2000-2005. In his spare time, Thad enjoys playing golf, racquetball, music, and spending time with family and friends.
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.