Steven F. Kennedy

Investment Strategist
757-941-2610

Steve began his career in the brokerage industry on Wall Street with Dean Witter Reynolds in 1985. Upon successful completion of the Wharton-sponsored training program, he practiced in Colorado Springs, Colorado. Since moving to Hampton Roads in 1993, his roles have changed from Vice President in the Private Client Services division with the 8th largest bank in the country, to serving as the managing investment officer at a local credit union. After 16 successful years with Towne Wealth Management, he joined Williamsburg Financial Group in November of 2021 as a Wealth Advisor.

 

Steve maintains his Series 7 and 24 registrations through LPL Financial and holds Life and Health insurance licenses. He has completed the Wharton Institute of Executive Education’s Finance and Wealth Management Program as well as the Dorsey, Wright & Associates’ Advance Point & Figure Institute program. He donates his time to the Catholic Charities of Eastern Virginia and also supports the Virginia Symphony, York County Fire & Rescue, and the Wounded Warrior Project.