Kennedy Reardon Email and Phone Number
Kennedy Reardon takes time to listen and learn in order to build trust with each client. He takes great care in researching and presenting the best internal solutions to effectuate clients’ needs. Kennedy conducts new client onboarding and oversees the administration of ultra-high-net-worth client accounts. His day-to-day responsibilities include interfacing with clients, facilitating money movements, and maintaining client accounts.Kennedy joined the team after spending two years in the Financial Advisory Development Program at Merrill Lynch. He holds his FINRA Series 7 and 66 registrations, a California Insurance license and earned a B.A. from the University of California, Santa Barbara.Kennedy has long loved the ocean and has donated much of his time to organizations such as the Las Olas Foundation and Project Save Our Surf. Away from the office, Kennedy enjoys surfing, golfing, reading and spending time with friends and family.Opinions and comments do not necessarily represent the views of the firm.
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Assistant Vice President | AdvisorIfc Advisors Nov 2024 - PresentLos Angeles, California, United States -
Registered Client AssociateIfc Private Wealth Management Group Of Wells Fargo Advisors Nov 2021 - Nov 2024Brentwood, California, United States
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Financial AdvisorMerrill Lynch Wealth Management Nov 2019 - Nov 2021I believe that financial success can be achieved when you're able to make investment-related decisions that can help you reach personally meaningful goals. So whether you're planning your retirement, saving to buy a home or fund a child's education, I start by getting to know you and how you feel about the following seven life priorities.Health: Managing healthcare expenses, now and in the futureHome: Upsizing, downsizing, remodeling or buying a vacation homeFamily: Taking care of your family and other people in your lifeLeisure: Spending your free time in meaningful waysGiving: Volunteering, mentoring others and giving to charitiesWork: Working in retirement, selling or starting a businessFinance: Bringing it all together and defining your financial goals
Kennedy Reardon Education Details
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Bachelor'S Degree
Frequently Asked Questions about Kennedy Reardon
What company does Kennedy Reardon work for?
Kennedy Reardon works for Ifc Advisors
What is Kennedy Reardon's role at the current company?
Kennedy Reardon's current role is Assistant Vice President | Advisor at IFC Advisors.
What schools did Kennedy Reardon attend?
Kennedy Reardon attended Uc Santa Barbara.
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Kennedy Reardon
J.D. Candidate At Temple University | Former Student-Athlete At Indiana UniversityGreater Philadelphia
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