Ken Whitley, Wms Email and Phone Number
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Ken was first attracted to the field of investments and financial planning because he felt it would give him an opportunity to have a positive impact on people's lives. Ken has more than 20 years of benefits and investment experience. Prior to joining Raymond James, Ken worked as an institutional investment consultant for Arthur Andersen where he advised Fortune 500 companies on their pension plans, 401(k) plans, foundations and endowments. Ken grew up in Palm Beach Gardens, Florida and graduated from Florida State University with a Bachelor of Science Degree in Finance. His wife, Heather, worked as a producer for CNN for 15 years and currently freelances as a producer/writer for Fortune 500 companies. When he is not spending time with his family, Ken enjoys competing with the Atlanta Lawn Tennis Association (ALTA) and running in local charity races. Ken reached President Club Status each year since 2018 and was promoted to First Vice President. Specialties: Retirement Planning, Investment Management, Estate Planning, Insurance, Long Term Care, 401k Consulting.*FORTUNE 500® text is a registered trademark
Raymond James
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Financial AdvisorRaymond James Sep 2004 - PresentGreater Atlanta AreaProvide Comprehensive Financial Planning for families and small business owners. (401(k) Education, estate planning, insurance (disability & life), college planning, and investments)Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every… Show more Provide Comprehensive Financial Planning for families and small business owners. (401(k) Education, estate planning, insurance (disability & life), college planning, and investments)Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc. member New York Stock Exchanges/ SIPC Show less
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Investment ConsultantClark Consulting Jan 2003 - Jun 2004Provided investment advice for 401(k) and pension plans for Fortune 500 companies. -
Investment ConsultantArthur Andersen 2001 - 2003Provided investment advice for 401(k) and pension plans for Fortune 500 companies.
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Business AnalystHewitt Associates 1999 - 2001 -
Retirement Source SpecialistNorthern Trust 1997 - 1999
Ken Whitley, Wms Skills
Ken Whitley, Wms Education Details
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Finance -
Palm Beach Gardens High School
Frequently Asked Questions about Ken Whitley, Wms
What company does Ken Whitley, Wms work for?
Ken Whitley, Wms works for Raymond James
What is Ken Whitley, Wms's role at the current company?
Ken Whitley, Wms's current role is Financial Advisor at Raymond James.
What is Ken Whitley, Wms's email address?
Ken Whitley, Wms's email address is ke****@****mes.com
What is Ken Whitley, Wms's direct phone number?
Ken Whitley, Wms's direct phone number is (727) 567*****
What schools did Ken Whitley, Wms attend?
Ken Whitley, Wms attended Appalachian State University, Palm Beach Gardens High School.
What skills is Ken Whitley, Wms known for?
Ken Whitley, Wms has skills like Retirement Planning, Asset Management, Financial Planning, 401k, Investment Advisory, Investments, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Mutual Funds, Asset Allocation.
Who are Ken Whitley, Wms's colleagues?
Ken Whitley, Wms's colleagues are Elsy Martinez, John Osbourne, Jana Strange Fuller, Robert L Alaniz, Crpc®, Jess Cogley, Casey Mcgee, Jo-Ann Commesso.
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