Ken Samuelson Email & Phone Number

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 Group has worked closely with clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. The firm’s focus is on implementing comprehensive insurance strategies that deliver tangible results leads to better outcomes for clients and those who are most important to them. They address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies.Morehead Group’s practice has been built to provide clarity, consensus, and confidence for clients and their advisors. This has been their craft since 1941: sophisticated solutions, simply expressed.Core Specialties:◆ Advanced Life Insurance Design ◆ Estate Planning ◆ Business Continuity Planning ◆ Estate Equalization ◆ Life Insurance Portfolio Administration ◆ Wealth Transfer Planning ◆ Comprehensive Policy Review ◆ Wealth Accumulation ◆ Life Settlements ◆ Philanthropic StrategiesSecurities offered through Valmark Securities, Inc., member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Morehead Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc., and Morehead Group and have not been approved prior to posting.

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 locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multinational clients through a global network in 150+ countries.