
Kenneth (Kenny) Dean Jr.email
The Piedmont Group, LLC - Birmingham
Birmingham, AL 35233
Professional Story
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
· Advisory services Retirement analysis and programs
· Estate strategies
· 1031 Exchanges
· Employee benefit and retention services
· Business continuation strategies
· Retirement and Investment Accounts
· 401k/403b plans, rollovers, and transfers
· Investment Advisory services
· Options Strategies/Alternative Investments
· Retirement analysis and programs
· Estate planning and strategies
· Employee benefit and retention services
· Business continuation strategies
· Trust services
· Life, Disability Income, Long-term Care Insurance
· Hedge Fund strategies
· Venture Capital opportunities
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1143 1st Avenue South, Suite 107, Birmingham, AL 35233 - (205) 244-1141
I am licensed to sell insurance in: AL, FL MS, MI
Education
Auburn University
Hobbies
Family, Grilling, Tennis, Golf, Coaching Youth Sports
Community Involvement
King's Home Board of Directors
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Planning
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