Ken Handy Email & Phone Number
Founding and Managing Partner @ Phoenix Private Wealth
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Ken Handy Location
- Columbia, MD, US
Ken Handy Work
- 2020 -now Financial Advisor @
- 2018 -now Founding and Managing Partner @
- 2020 -2021 Regional Vice President and Retirement Planning Specialist, East Region @
- 2011 -2019 Financial Advisor and Regional Vice President @
- 2009 -2011 Financial Advisor @ New England Financial
- 2007 -2009 Financial Advisor @
Ken Handy Education
- Harvard University
AXA Institute 2014
2014-2014 - The Wharton School 2014-2014
- University of Maryland College Park
Bachelor's of Arts (Economics)
1999-2001 - Limestone University
(Economics)
1997-1999 - South River High School
High School
1993-1997
Ken Handy Skills
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Wealth Management
- Retirement
- Risk Management
- Personalized Managed Advising
- Talent Management
- Financial Recruiting
- Financial Analysis
- Insurance Planning
- Registered Investment Advisor
- Comprehensive Wealth Managment
- Estate Planning
- Exit Strategies
- Business Succession
- Wealth Preservation
- Wealth Building
- Financial Structuring
- Leadership Development
- Distribution Strategies
- Pension Maximization
- Planning
Ken Handy Summary
- Ken Handy, based in Columbia, MD, US, is currently a Founding and Managing Partner at Phoenix Private Wealth. Ken Handy brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC and New England Financial. Ken Handy holds a 2014 - 2014 AXA Institute 2014 @ Harvard University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Asset Allocation, Wealth Management, Retirement and more. Ken Handy has 3 emails on RocketReach.
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