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Kevin Bennett Email & Phone Number
Wealth Planner
at
Optimize Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Planner
Location
St John’s, Newfoundland and Labrador, Canada
Company size
Who is Kevin Bennett? Overview
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Quick answer
Kevin Bennett is listed as Wealth Planner at Optimize Wealth Management, a with 1 employees, based in St John’s, Newfoundland and Labrador, Canada. AeroLeads shows a matched LinkedIn profile for Kevin Bennett.
Kevin Bennett previously worked as Senior Relationship Manager at Optimize Wealth Management. Kevin Bennett holds Business Administration And Management, General, 82 from Memorial University, Newfoundland And Labrador.
Company email context
Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Kevin Bennett
Experienced professional with a demonstrated history of working in the financial services industry. Skilled in wealth accumulation for retirement.
Listed skills include Estate Planning, Financial Advisory, Financial Planners, Pensions, and 21 others.
Current workplace
Kevin Bennett's current company
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Optimize Wealth Management
3 roles
Kevin Bennett work experience
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Wealth Planner
CurrentAt Optimize Wealth Management I help clients with their financial planning while also serving as their primary contact for any client relationship needs. I ensure that all investment advice is provided to clients by a licensed Optimize Representative, whether it's an Associate Advising Representative or Advising Representative. Together, we are eager to assist you in setting and achieving your financial goals.
Oct 2023 - Present
Senior Relationship Manager
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
May 2022 - Oct 2023
1 education record
Kevin Bennett education
FAQ
Frequently asked questions about Kevin Bennett
Quick answers generated from the profile data available on this page.
What company does Kevin Bennett work for?
Kevin Bennett works for Optimize Wealth Management.
What is Kevin Bennett's role at Optimize Wealth Management?
Kevin Bennett is listed as Wealth Planner at Optimize Wealth Management.
Where is Kevin Bennett based?
Kevin Bennett is based in St John’s, Newfoundland and Labrador, Canada while working with Optimize Wealth Management.
What companies has Kevin Bennett worked for?
Kevin Bennett has worked for Optimize Wealth Management.
How can I contact Kevin Bennett?
You can use AeroLeads to view verified contact signals for Kevin Bennett at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kevin Bennett attend?
Kevin Bennett holds Business Administration And Management, General, 82 from Memorial University, Newfoundland And Labrador.
What skills is Kevin Bennett known for?
Kevin Bennett is listed with skills including Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Annuities, Personal Development, Insurance, and Retirement Planning.
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