INVESTMENT STRATEGIST

Steven F. Kennedy is an Investment Strategist & Wealth Advisor bringing four-plus decades of expertise to high-net-worth Clientele around the Country. He began his career on Wall Street with Dean Witter Reynolds in 1985, after completing their Wharton-sponsored training program. After practicing in Colorado Springs, he relocated to Hampton Roads in 1993, advancing from Vice President in the Private Client Services division at the eighth-largest bank in the United States to serving as the managing investment officer at a local credit union. Following 16 years as the Top Advisor with Towne Wealth Management, he merged his practice with Williamsburg Financial Group in November 2021 to further boost his autonomy for Clients.

Mr. Kennedy maintains Series 7, 24, 66, 63, and SIE registrations through LPL Financial and also holds Life and Long-Term Care insurance licenses. He completed the Wharton Institute of Executive Education’s Finance and Wealth Management Program, Advanced Point & Figure Institute through Dorsey Wright & Associates, and the Carnivore Advanced Training Program combining rigorous financial theory with practical, real-world client-centered execution.

His gifts of Time, Talent, and Treasure have recently been committed to the Conserve York County Foundation, Historic Virginia Land Conservancy, the Boys & Girls Club of the Virginia Peninsula, CHKD, the Center for Independent Thought, Turning Point USA, First Baptist Church, Catholic Charities of Eastern VA, Our Lady of Mt. Carmel School, Soundscapes, the Army War College Foundation, Army Emergency Relief, Leadership Institute, Folds of Honor, the Alzheimer’s Association, and the Wounded Warrior Project.

Current focus: delivering disciplined, evidence-based wealth strategies that align risk with client objectives, navigate complex markets, and protecting wealth across Family generations.  The latter spotlights our superior Behavioral Finance work.  He is passionate about translating sophisticated finance into clear, actionable guidance for individuals, families, and organizations.

When Steve is away from trading in the Financial Markets, he is passionate about Wine, Food, and Music!