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Our financial advice team


Joe Kennedy

Joe Kennedy

Financial Advisor

Vice President of
Kennedy Whaley Financial
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Charitable Giving
  • 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
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Interests

Boating, Fishing & Travel

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.

Awards & recognition

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

Education

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

Previous experience

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