From the Desk of Jack Kennedy III
When you work with one of us, you get the best of all of us.
At KIG, we understand the important role our team plays in your life and the trust you place in us on an everyday basis. It's something we never take for granted and it drives our “Financial Care for Life” promise. As part of the KIG family, you receive the collective experience, expertise and attention of our entire team. We hope you enjoy the attached team overview we've assembled highlighting the important role each team member plays in your financial planning.
From the bottom of my heart, thank you for blessing me and the KIG Team with the opportunity to serve you.
As veterans of the financial services industry with over five decades of investment and wealth management experience, Jack and Valerie’s leadership, expertise and client-centric philosophy has established KIG as one of nation’s leading planning firms. Through the company’s unique service culture and “Financial Care for Life” promise, they have helped individuals, families and businesses across the Northeast achieve financial security and independence.
Jack W. Kennedy III, CFP®, AAMS, CWM
Kennedy Investment Group &
Kennedy Insurance Services
Branch Manager, Financial Planner
Valerie A. Angiollilo
Executive Vice President, COO
Financial Advisor – RJFS
As CERTIFIED FINANCIAL PLANNERS™, Hank and Andrew have extensive experience building and developing financial plans tailored specifically to their client’s needs. They both offer a wide range of financial planning and investment expertise ranging from strategic tax planning, asset monitoring, and business planning to estate, trust and legacy planning.
Henry (Hank) Schroeder, CFP®
CERTIFIED FINANCIAL PLANNER™
Andrew Thornton, CFP®
CERTIFIED FINANCIAL PLANNER™
Sales and Branch Assistants
We understand that our greatest asset is the team that serves you. Whether a phone call, office visit or any other connection, our clients enjoy the benefits and support of an experienced and committed team of professionals.
Margaret (Maggie) Slivinski
Any opinions are those of Jack W. Kennedy and not necessarily those of RJFS or Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance is not indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification.
All expressions of opinion reflect the judgment of Raymond James & Associates, Inc. and are subject to change. There is no assurance any of the trends mentioned will continue or that any of the forecasts mentioned will occur. Economic and market conditions are subject to change. Investing involves risk including the possible loss of capital. The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index. The market performance noted does not include fees and charges which would affect an investor’s returns. Past performance may not be indicative of future results.
Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice.