Bill Kearney CFP^®, CKA^®

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as branch manager and facilitated the opening of our Concord office. I began my financial services career in 1982, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I love spending time with my wife of 43 years, Jan, our five adult children, and 18 young grandkids (though not all at once!). We enjoy travel, water sports, golf, hiking, and I’m an avid New York Mets baseball and Jets football fan.

Areas of Concentration

• Advisory Portfolios
• Asset Allocation
• Business Owner Services
• Education Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Portfolio Management
• Retirement Income Planning Strategies
• Retirement Planning Strategies
• Wealth Management

Education and Credentials

• Bucknell University, Bachelor of Science Degree in Business Administration
• CERTIFIED FINANCIAL PLANNER^TM (CFP®) professional, 2007
• Certified Kingdom Advisor (CKA®) professional, 2021

My Community Activities

• New Hampshire Fellowship of Christian Athletes, Board Member