Adviser
John Kennedy has a diverse work experience spanning over three decades. John began their career in the US Navy, serving as a GMG2 from 1986 to 1990, where they held responsibilities such as Mount Captain of the 5"/54 cal gun system and ship's armorer. John then transitioned into the financial industry, starting as a Financial Advisor at Morgan Stanley in 1999. Following this, John worked at Fidelity Investments as a Financial Representative from 2000 to 2002, and later as a Client Manager from 2002 to 2008. John then joined Merrill Lynch as a Financial Advisor from 2008 to 2009. Currently, John holds the position of Vice President at Adviser Investments, a role they have been serving in since May 2009.
John Kennedy attended Syracuse University from 1994 to 1998, where they obtained a Bachelor of Science degree in Finance.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.