Mike Kessler Email and Phone Number
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Mike brings 15 years of experience leading Relation's Executive Benefit and Legacy Planning practice. His focus is providing financial and insurance solutions for corporations, business owners and high net worth individuals. His consultative process is centered around listening to the client's situation, understanding their priorities, and focusing on the things they value most. Mike understands that having wealth creates a multiplex of issues. Whether it be how to protect those assets, navigating complex tax liabilities, or determining long term fulfillment; he is there to guide clients through the process.He has a degree in finance from Clemson University (minor in sport management), and completed the Nonqualified Plan Advisor Certificate Course awarded through the National Association of Plan Advisors.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Relation Insurance or Premier Wealth Management. https://kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.
Relation Insurance Services
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Executive Benefit And Legacy AdvisorRelation Insurance Services Jun 2021 - PresentWalnut Creek, California, UsI work with companies to implement continuation and succession plans and create strategic executive benefit programs to retain and recruit their top talent. I also help individuals and families protect their income, efficiently pass assets to future generations, and mitigate short and long term tax liabilities.
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Board MemberThe Cooper Royall Foundation Jan 2020 - PresentCharlotte, North Carolina, UsOur Mission: Provide resources and awareness to amplify the love and understanding of special needs families. -
Business Development SpecialistTruist Jun 2014 - Jun 2021Charlotte, North Carolina, UsI am responsible for educating, marketing, and driving business in the Traid, Metrolina, and South Carolina regions. My team works with businesses and their owners in the areas of: - Continuation planning - Executive benefits - Personal financial security - Succession planning We also help individuals with: - Income replacement - Legacy planning - Supplemental retirement planning -
Board MemberCharlotte Steeplechase Association Jul 2012 - Dec 2018
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Past PresidentCharlotte Basketball Committee Jan 2010 - Aug 2015
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Sales Vice PresidentHighland Capital Brokerage Dec 2011 - Jun 2014Birmingham, Al , UsAs Sales Vice President, my primary focus is helping other professional advisors provide solutions to their individual and corporate clients. My areas of expertise are estate and trust planning, business succession/continuation, and executive benefit plan design. -
Board Of AdvisorsAcc Championship/Belk Bowl Oct 2009 - Mar 2014
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Brokerage ManagerDixon Wells May 2009 - Dec 2011Birmingham, Al, UsI work with financial advisors helping them grow, protect, and preserve their clients' assets through insurance based products. We specialize in estate planning, business succession planning, and small business retirement planning. -
Registered RepresentativeJohn Hancock Oct 2007 - May 2009Boston, Ma, Us -
Project ManagerFerguson Enterprises Jul 2005 - Sep 2007Newport News, Virginia, Us -
InternCbre May 2004 - Jan 2005Dallas, Tx, Us
Mike Kessler Skills
Mike Kessler Education Details
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Clemson UniversityFinancial Management -
Clemson UniversitySport Management
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St. Pius X Catholic High School
Frequently Asked Questions about Mike Kessler
What company does Mike Kessler work for?
Mike Kessler works for Relation Insurance Services
What is Mike Kessler's role at the current company?
Mike Kessler's current role is Executive Benefits | Continuation/Succession Planning | Supplemental Retirement Solutions at Relation Insurance Services.
What is Mike Kessler's email address?
Mike Kessler's email address is mi****@****nce.com
What is Mike Kessler's direct phone number?
Mike Kessler's direct phone number is +170436*****
What schools did Mike Kessler attend?
Mike Kessler attended Clemson University, Clemson University, St. Pius X Catholic High School.
What skills is Mike Kessler known for?
Mike Kessler has skills like Estate Planning, Financial Advisory, Sales, Retirement Planning, Life Insurance, Disability Insurance, Retirement, Leadership, Wealth, Long Term Care, New Business Development, Business Development.
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