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@moreheadgroup.com
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4 phones found area 704
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LinkedIn matched
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Ken Samuelson is listed as President at Morehead Group | Trusted Advisor | Making Life Insurance Simple to Understand | Building Insurance Solutions That Work at Morehead Group, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at moreheadgroup.com, phone signal with area code 704, and a matched LinkedIn profile for Ken Samuelson.
Ken Samuelson previously worked as President at Morehead Group and Staff Accountant at Bdo Seidman, Llp. Ken Samuelson holds Bachelor Of Science (B.S.), Business Administration, Accounting Concentration from University Of North Carolina At Chapel Hill.
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As a natural collaborator, Ken has built his professional career around consulting with clients and their advisors to provide life insurance solutions that are efficient, durable and carefully built to meet the client’s personal and business objectives.Ken’s personal mission is to be a capable, likable and trustworthy resource to help clients implement life insurance solutions that make sense and are positioned to succeed. Most people do not make good decisions in a confusing environment and Ken and his team found that by focusing on providing clarity, consensus and confidence in every decision that is made, both within the firm and with the clients and advisors they serve, they are able to set the foundation for thoughtful plan design and long-term success. As an alumnus of UNC Chapel Hill, Ken initially started his career in the accounting world and obtained his CPA designation before joining Morehead Group in 1986. Ken has held numerous positions of influence, both within the life insurance industry and also with the firm’s national affiliation, National Financial Partners. He is a member of The Forum 400 and has served as an AALU Board member (now known as Finseca) as well as Chairman of the NFP/Partners Financial Advisory Board. Outside of the industry, Ken serves on the Board of National Christian Foundation (NCF) Carolinas and the Charlotte Estate Planning Council. He is active in several civic and community organizations including the Charlotte Rotary Club and Queens University Estate Planners Day Committee. Outside of the office, you will find Ken spending time with family, friends and actively participating in his church. Ken is married to Betsy and finds great delight in their children and grandchildren.
Listed skills include Investments, Strategic Planning, Securities, Insurance, and 22 others.
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Charlotte, NC, US
As President and CEO of Morehead Group, Ken’s enthusiasm and care for both his team and the people he serves set the tone for the character and culture of the organization. He brings practical experience and broad knowledge of sophisticated insurance and estate planning strategies for wealthy families and their businesses. For more than 80 years, Morehead.
Chicago, IL, US
For more than 100 years, BDO USA has been recognized as a premier accounting, tax, financial advisory and consulting organization. Providing services to a wide range of publicly traded and privately held companies, BDO offers an array of services and global capabilities. BDO serves clients through 64 offices and over 400+ independent alliance firm.
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Ken Samuelson works for Morehead Group.
Ken Samuelson is listed as President at Morehead Group | Trusted Advisor | Making Life Insurance Simple to Understand | Building Insurance Solutions That Work at Morehead Group.
AeroLeads has found 2 work email signals at @moreheadgroup.com for Ken Samuelson at Morehead Group.
AeroLeads has found 4 phone signal(s) with area code 704 for Ken Samuelson at Morehead Group.
Ken Samuelson is based in Charlotte, North Carolina, United States while working with Morehead Group.
Ken Samuelson has worked for Morehead Group and Bdo Seidman, Llp.
You can use AeroLeads to view verified contact signals for Ken Samuelson at Morehead Group, including work email, phone, and LinkedIn data when available.
Ken Samuelson holds Bachelor Of Science (B.S.), Business Administration, Accounting Concentration from University Of North Carolina At Chapel Hill.
Ken Samuelson is listed with skills including Investments, Strategic Planning, Securities, Insurance, Financial Planning, Management, Portfolio Management, and Finance.
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