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Kennedy Whaley Financial
A financial advisory practice of Ameriprise Financial Services, LLC

Meet the team

Joe Kennedy, Financial Advisor serving the Bradenton, FL area - Ameriprise Advisors

Joe Kennedy

Financial Advisor

Vice President of
Kennedy Whaley Financial
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 3 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education
  • Financial Planning for Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

  • Florida State University, B.S. Business, Management, Marketing, and Related Support Services

Awards & recognition

  • Five Star Wealth Manager, 2012-2017, 2019, 2020

Previous experience

  • A. G. Edwards, 1983 - 2007 (23 years)
  • Wachovia, 2007 - 2008 (1 year)
  • Wells Fargo, 2008 - 2018 (10 years)

Community participation

Crosthwait Memorial Fishing Tournament

Committee member (1983 – Present)

Crosthwait has been giving back to the community in many forms. We continue to support educational scholarships to local anglers, the Marine Mechanics Program at Manatee Technical College, youth centers, the Fish, Game Association, and many different charities over the years.

Interests

Boating, Fishing & Travel

My photos

2 albums
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Joe Kennedy may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.