Request ContactReady to discuss your financial future?

bill_kearneyBill Kearney, CFP®
Branch Manager
Senior Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor70 Commercial Street
Suite 101
Concord, NH 03301

MAP

Phone: 603-369-4960
Toll Free: 866-603-4960
bill.kearney@nullbenjaminfedwards.com

My Community Activities

  • New Hampshire Fellowship of Christian Athletes, Board Member

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 like to spend time with my wife, Jan, and our five adult children—Scott, Jess, Tom, Brittany and Becky. I love all water sports—especially kayaking, scuba diving, water skiing, and wakeboarding. I also enjoy playing golf, hiking, traveling and all things Disney. 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 PLANNERTM (CFP®) professional, 2007

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.