Kenneth grew up in Long Island, NY and moved to Hampton Roads before he attained degrees in Finance and Economics from Old Dominion University in 1999. He immediately began his career at Merrill Lynch in Norfolk for a period of five years. He then moved to Wells Fargo Advisors serving as a First VP the last 16 years, obtaining additional education in various financial areas to help assist clients in achieving their goals. Ken currently resides in Virginia Beach with his wife Ann, who works as a senior mortgage banker with local firm Atlantic Bay Mortgage. They have kept busy with four children together, the eldest already having graduated from Virginia Tech.
Ken has over 20 years of experience as a Financial Advisor and has been through many market cycles. He has primarily focused on private clients and small businesses, developing achievable and adaptable financial plans to meet and exceed his client expectations for long term success. Ken utilizes multiple investment vehicles in our ever changing financial environment to achieve this, including stocks, bonds, options, mutual funds, advisory accounts, separately managed accounts and trusts, fixed and variable annuities, along with traditional life insurance and cash, mortgage, and debt management. He has many years of knowledge working with client’s attorneys regarding wills, trusts, and estate planning to compliment his clients’ financial needs. Ken primarily focuses on the Hampton Roads market but has trusted clients across the country.
Ken and his wife attend and support multiple charity events in the region throughout the year. Additionally, being a huge sports fan he attends many events and games ranging from his sons’ soccer games, his alma mater, to his favorite professional teams he supports. He also enjoys family travel, snorkeling, scuba diving, fishing, golf, biking, and is an avid collector of sports memorabilia that started as a child with baseball cards.
Kenneth may be reached at 757-747-2556 or email@example.com