Ken Steeves, Wealth Manager

Ken serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. He will work with you personally to understand your needs and provide you with a customized plan to achieve your goals. Ken is also a member of the firm’s investment committee.

Prior to joining Creative Planning, Ken worked for one of the nation’s largest financial services companies as a Vice President, Senior Account Executive. While there he worked with individual clients assisting them with their financial needs. He also reached several milestones including receiving the Achiever award on six separate occasions. He was also recognized with the prestigious President’s Circle award, which is granted to the top 5% of Senior Account Executives in the company. In 2019* Ken was recognized as the #14 Financial Advisor in the state of Connecticut on Barron’s list of ‘Top Financial Advisors’.

Ken received a Bachelor of Science degree in Business from Eastern Connecticut State University.

Ken is married to Katheryn and they have two sons, Tripp and Mason. He enjoys activities such as playing basketball, softball, golf and spending time with his family and friends.

(203) 450-7206

[email protected]

 

*Disclosures

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

 

We have representatives near you,
so we'll meet you wherever you are.

Request A Meeting

OR CALL US AT

(866) 909-5148

Resources for investors who want
to make more informed choices.

Read More

PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING