As a certified financial planner with over 25 years of experience in the industry, Ken Webb continues to make a positive difference in the financial futures of individuals, families, and small business owners. He credits his longevity and success in the business to “going beyond dollars and cents.” Instead, he and his team members focus on individuals and their families. Ken explains, “We understand there is far more to their financial lives than just the dollars – there is a human component. That’s why we treat our clients’ goals as if they were our own.”
As his title of financial planner suggests, Ken’s primary focus is on planning. However, instead of specializing in only one area, he is qualified to assist clients in all areas of planning for the future including retirement, education, insurance and long-term care. In order to better define financial success, he collaborates with his clients using a holistic approach. Ken then helps each client to identify his or her goals, and with both their short and long term goals in mind, he customizes financial strategies to help the client work towards them. He also provides continued support to guide them through each step of the process.
Currently, Ken serves as a financial advisor with Equitable Advisors which is part of a reputable institution that has over 160 years’ worth of delivering on its promises to families. They are a growing business that offers guidance, investment strategies, products, and services to help clients prepare for their financial futures. Although they work with millennials, their prime clientele comes from “the sandwich generation,” members of Generation X and Generation Y who have children as well as aging parents for whom they need to plan financially.
Prior to joining Equitable Advisors as a financial advisor, Ken held many roles in the financial services industry. He began his career in 1992 after earning a bachelor’s degree in finance and investments from Bentley University in Waltham, Massachusetts and after earning a Master of Business Administration degree from Baruch College’s Zicklin School of Business in New York City. Ken got his start in retail banking at The Bank of New York as a senior auditor but soon moved into wealth management when he joined Equitable Advisors in 1998. He held several executive roles dealing with investments, financial planning, marketing, sales, and internal audit. Ken also earned the designations of Certified Financial Planner professional (CFP®), Chartered Life Underwriter (CLU®), and Certified Private Wealth Advisor (CPWA®).
Although his career has always been important, Ken also realizes the value of family. Therefore, he strives to maintain balance between his life at work and at home. When he is not working with clients, he cherishes the time he is able to spend with his wife and their two children. The family enjoys sports, barbecuing, and traveling.
Ken Webb, CFP®, CLU®, CPWA®
10 Madison Avenue, 2nd Floor
Morristown, New Jersey 07960
phone: (917) 836-4282
LinkedIn: linkedin.com/in/ken-webb-cfp-clu-cpwa | linkedin.com/company/equitable/
Equitable Advisors is the brand name of AXA Advisors, LLC.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AGE- 149838(12/19)(Exp.12/21)