Kenneth Samuelson – Principalp: 704.334.2700 ext 302
"No recommendation is implemented until there is Clarity, Consensus and Confidence among our clients' other advisors. This helps assure the appropriate solutions are delivered using the appropriate information to get the appropriate results."
Ken's specialty area is in providing guidance for wealth transfer planning that aligns with a family's sense of purpose and vision. The firm focuses on providing advice in a collaborative environment involving the client's team of trusted advisors.
Ken believes the hallmark of The Morehead Group's success is the careful recruitment, selection and development of a strong team of professionals to help execute client transactions in a professional and expeditious manner. The firm's association with NFP Corp. brings the capabilities of a national business platform to the seasoned local professionals at The Morehead Group.
Ken brings over thirty years of experience in the financial services industry to clients and their advisors. Originally from Baltimore, Maryland, he graduated from the University of North Carolina in Chapel Hill with a bachelor's degree in Business Administration and Accounting. After graduation, he earned his CPA and worked in the accounting industry for several years before moving to Charlotte and joining The Morehead Group.
Ken is a former Chairman of the Advisory Board of PartnersFinancial. He is also active in several civic and community organizations in Charlotte, including the Charlotte Rotary Club, Queens University Estate Planners Day Committee, the Charlotte Estate Planning Council and Uptown Church. Married since 1981, Ken and his wife, Ruth, have four children.
Ken is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.