Since a family move to Jacksonville in 1961, Ken has always considered himself a Jacksonville native. After graduating from Fletcher High School in Jacksonville Beach, Ken attended Florida State University and then acquired a master’s degree from the University of Alabama in Public Administration. The investment arena has been a lifelong passion for Ken, and he holds the following registrations and licenses:
- Series 7 General Securities Registered Representative with LPL Financial
- Series 66 Uniform Combined Investment Advisor State Law with Private Advisor Group
- Variable Annuity, Life, and Health Insurance
After 30 years in the automotive industry, Ken began his career in financial planning with Morgan Stanley in 2007. The desire to extend the most benefit possible to clients compelled Ken to join the Jacksonville Wealth Management team in May 2019 after years of getting to know Dan Ciez, his team and Dan’s investment philosophy and practices.
Beyond the walls of the office, Ken is active in his church, and frequently travels to Nicaragua as overseer of four church plants there. Here at home, Ken enjoys golfing, hiking (400 miles of the Appalachian Trail behind him) and time with his family which includes three grandsons