Ken Dehart Iii Email and Phone Number
Ken Dehart Iii work email
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Ken Dehart Iii personal email
Ken Dehart Iii phone numbers
With 12 years of experience in financial planning, I lead a collaborative team of analysts, consultants, and estate planners. We craft a distinctive and enduring client experience tailored for 2nd and 3rd generation business owners and entrepreneurs who value both progress and legacy.Our approach combines strategic financial planning, wealth preservation techniques, and innovative business succession strategies. We specialize in helping family businesses navigate the complexities of generational wealth transfer, business continuity planning, and portfolio management aligned with long-term family goals.With a comprehensive understanding of family business dynamics, we empower our clients to build lasting legacies that span generations. -Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. New South Wealth Management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.
New South Wealth Management
View- Website:
- newsouthwealth.com
- Employees:
- 13
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Managing Director - Financial InnovationNew South Wealth ManagementCharlotte, Nc, Us
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Wealth Management AdvisorNew South Wealth Management Sep 2018 - PresentCharlotte, North Carolina Area
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Director Of PhilanthropyCharlotte Young Professionals Group Mar 2019 - Aug 2024Charlotte, North Carolina, United States -
Financial RepresentativeNorthwestern Mutual Mar 2013 - Aug 2018 -
Account Management And Marketing InternAtc Management May 2012 - Aug 2012London, United KingdomAssisted and participated in all job functions of a financial manager in the band management industry.- Prepared then organized multi-currency financial statements, tour budgets, and merchandise inventory reports for clients.- Composed website and social feed updates for multiple clients to maximize their profit and networking.- Attained passports, visas and other essential government documents in preparation for client's international tours.
Ken Dehart Iii Skills
Ken Dehart Iii Education Details
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Finance, General -
Ies Abroad LondonLeadership & Organizations: Cultural And Community Contexts And Practicum Course
Frequently Asked Questions about Ken Dehart Iii
What company does Ken Dehart Iii work for?
Ken Dehart Iii works for New South Wealth Management
What is Ken Dehart Iii's role at the current company?
Ken Dehart Iii's current role is Managing Director - Financial Innovation.
What is Ken Dehart Iii's email address?
Ken Dehart Iii's email address is k.dehart@nm.com
What is Ken Dehart Iii's direct phone number?
Ken Dehart Iii's direct phone number is +170458*****
What schools did Ken Dehart Iii attend?
Ken Dehart Iii attended University Of South Carolina - Darla Moore School Of Business, Ies Abroad London.
What skills is Ken Dehart Iii known for?
Ken Dehart Iii has skills like Public Speaking, Leadership, Microsoft Excel, Budgets, Strategic Planning, Customer Service, Management, Finance, Philanthropy, Insurance, Photoshop.
Who are Ken Dehart Iii's colleagues?
Ken Dehart Iii's colleagues are Mark A. Thomas Cltc®, Fscp®, Lacp, Nssa®, Dewayne Slusher, Fic, Michael Katopodis, Abyssinia Muron, Phd, Almi, Acs, Allison Bradley.
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