529 PLANS

Deron Kennedy - Financial Professional

GOLD Financial Professional
Deron Kennedy
CFA
Financial Cosultant
AXA Advisors
Contact Info:
55 Madison Av, Suite 400
Morristown, NJ 07960
Licensed/Registered in:
CA, CO, CT, FL, IA, MD, MA, NJ, NY, NC, OH, PA, VA, WA
Since 09-02-2015

In June 2016 Deron Kennedy joined an investment advisory practice within AXA Advisors, LLC managing investments and implementing retirement and estate planning strategies for a client base comprising predominantly of high-net-worth families and business owners. Deron earned the CFA (Chartered Financial Analyst) designation in 1999 and gained extensive experience evaluating investments for Institutional clients during his career as a Vice President with Goldman Sachs in Global Investment Research. He brings that expertise to focus on cash-flow driven wealth and risk management solutions for his clients. Portfolio cash flows are custom-tailored to meet clients' current and long-term objectives with a focus on downside risk mitigation. His team often partners with attorneys and accountants to optimize tax-efficient wealth-transfer and portfolio services. A specialty of his practice is helping families develop strategies to address college planning. He offers wealth management and insurance solutions to assist families as they prepare to send their children to college, always keeping their own retirement needs in mind. Through his practice, he connects families with many of the resources they'll need as they address this crucial, often multi-decade, planning process. Deron graduated from Rutgers University with a B.S. in Finance and a B.A. in English. He is a member of CFA Society New York, the New York Chapter of the CFA Institute, and sits on the Board of Directors of the Maplewood (NJ) Chamber of Commerce. His practice has offices in Morristown, NJ and midtown Manhattan.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AGE129990 Exp(01/2020)

 

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