PROFESSIONAL PROFILE
Ken Whyte, Financial Advisor, CFP®
Ken approaches his financial services practice with the goal of delivering the vast resources of one of the world's most prestigious wealth management firm; with all of the intimacy and personal service of a boutique firm. By taking a more holistic approach to the wealth management process, Ken's aim is to assist clients with every aspect of their financial lives.
Ken is an experienced professional who take a hands on approach to financial guidance. Not only is he extremely knowledgeable, but he truly cares about helping each client achieve financial stability and independence. Ken does everything in his power to keep clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a discipined approach in realizing their dreams.
Ken has been managing his financial services practice since 1998. He holds the Certified Financial Planner® (CFP®) designation. Ken works with families and individual clients, corporate executives, business owners and privately held family businesses. Through personal consultations, Ken works with each client to set quantifiable goals, and helps coordinates their financial affairs. Ken specializes in asset allocation utilizing equities, taxable and tax-exempt bonds and alternative investments including private equity and managed futures.
Ken is a graduate from the Florida State University with a Bachelor of Science in Civil Engineering.
Ken and his wife Karen make their home in Parkland, Florida.