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Robert Kennally
Financial Advisor
Biography
Financial Planning is critical to reaching your retirement successfully. Specializing in goal based financial planning, I help identify and prioritize goals to ensure the investment strategy is in alignment with your aspirations. By working closely with you, comprehensive plans are developed by utilizing our wealth management technology to deliver customized solutions specific to your needs. The process allows you to be afforded all of the resources we have to offer which include custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working at Wedbush I worked at Morgan Stanley as a financial advisor where financial planning was critical to my practice. I have joined my families’ practice at Wedbush to bring my unique talents and planning expertise to The Kennally Group to support the success of the individuals and families we serve.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
