MENU

Steven F. Kennedy picture

Steven F. Kennedy

Registered Principal, RJFS
Vice President, Towne Investment Group

Phone: 757-249-4809
Email: steven.kennedy@raymondjames.com
One Old Oyster Point Road, Suite 310
Newport News, VA 23602

Steve began his career in the brokerage industry on Wall Street with Dean Witter Reynolds in 1985. Upon successful completion of the Wharton-sponsored training program, he practiced in Colorado Springs, Colorado. Since moving to Hampton Roads in 1993, his roles have changed from vice president in the Private Client Services division with the eighth largest bank in the country, to serving as the managing investment officer at a local credit union. In his current position as a stock broker and financial advisor, he has achieved membership in the Raymond James Leaders Council* from 2005 to 2012 and 2017, and the Raymond James Chairman’s Council* from 2013 to 2016.


Experience and Professional Licenses

Towne Investment Group, Raymond James Financial Services, Inc. Since 2005
SunTrust Securities Inc./Crestar Securities Corp 1999 – 2005
Langley Federal Credit Union/FNIC 1995 – 1999
The Investment Center Inc. 1994
Davenport & Co LLC 1993
SWBC Investment Company/Securities Management & Research Inc. 1990 – 1993
National Securities Network Inc. 1986 – 1990
Dean Witter Reynolds Inc. 1985 – 1986

Series 7: General Securities Representative
Series 24:
General Securities Principal
Series 63:
Uniform Securities Agent
Series 66:
Uniform Combined Registered Investment Adviser
Life and Health Insurance

Honors

Raymond James Chairman’s Council Member* 2013 – 2016
Raymond James Leader’s Council Member* 2005 – 2012, 2017
                                                                 

#21 Top 50 Bank Advisors Bank Investment Consultant (2015)**
#11 Top 50 Bank Advisors Bank Investment Consultant (2014)**
#18 Top 20 Bank Advisors by Assets Under Management Bank Investment Consultant (2013)**
#10 Top 50 Bank Advisors Bank Investment Consultant (2012)**
“Tooting His Own Horn” Bank Investment Consultant (2011)***

Education

Dorsey, Wright & Associates’ Advance Point & Figure Institute
Wharton Institute of Executive Education’s Finance and Wealth Management Program

Organizations and Affiliations

Catholic Charities of Eastern Virginia, Donor/Volunteer
TowneBank Foundation, Donor
Virginia Symphony, Donor
York County Fire & Rescue, Donor
Wounded Warrior Project, Donor

*Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. No fee is paid in exchange for this award/rating.

**Bank Investment Consultants “Top 100 Bank Advisors” (prior to 2016, they published “Top 50”) To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production;(5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2015 AUM was defined as the amount an advisor had as of Aug. 31, 2016. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2016 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Bank Investment Consultant is not affiliated with Raymond James.

***This is not an award, but a mention of the associate in an article.

The above organizations/charitable causes are not affiliated with Raymond James.

Towne Family of Services

Towne logo in page footer

Website Accessibility | Terms of Use | Privacy Policy

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James, Towne Investment Group and Towne Wealth Management are not affiliated with and do not  endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James, Towne Investment Group and Towne Wealth Management have no control over any other website and are not able to endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on any site other than this one.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Copyright © TowneBank. All Rights Reserved.