Working with serious, long-term investors, I truly enjoy helping people solve problems, reach financial goals and realize their hopes and dreams. At Edward Jones, I have all the tools, resources and support to help my clients with a broad range of services, such as wealth strategy, asset allocation strategies, retirement and education savings, and portfolio reviews, to name a few. I work with people in all phases of financial life, from young professionals, mid-career job changers needing help with a 401(k) and retirees drawing investment income, to higher net worth families and individuals wanting to grow, preserve and transfer wealth.
My career in financial services began in 1994 and I have over 20 years of experience in the field. My background includes many years of international corporate banking as a VP-level relationship manager and credit officer working with multinational corporate and global investment management clients, as well as private banking and wealth management for high net worth individuals and families. I joined Edward Jones in 2011.
My education includes high school at Lyndon Institute in Northern Vermont, a BA from Gordon College, near Boston, and a Master of Science in business administration degree from Boston University. I currently hold FINRA Series 7 and 66 licenses and a Washington State life insurance license.
Edward Jones fosters an environment of giving back and serving the communities where our financial advisors live and work. I currently serve on the board of trustees for the Stanwood-Camano Area Foundation and I am excited about the impact we are having for good in the community. I have also been an active member of local Rotary clubs and have held various leadership roles with my local church. I strongly believe in doing what I can to help make our community and broader world a better place. In my free time, I enjoy being with family, exploring and photographing the great Northwest.
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Outdoor Enthusiast
Office Address9106 271st St. NW
Stanwood, WA 98292 opens in a new window
Mailing AddressP O Box 1439
Stanwood, WA 98292
Phone NumberRonald A Kennedy at (360) 629-5393
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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