Mark Warner, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

My Team

At Warner Financial Group, our team is dedicated to providing the ultimate client experience. We firmly believe in treating others the way we want to be treated. Here you will find the people who help make it happen. If you have questions, concerns or need assistance regarding the services we provide, please reach out directly to one of our team members.

 
Alisha Kelly

Alisha Kelly

Associate Financial Advisor

Office 561-284-8067

 
Stephen Charles Kennedy

Stephen Charles Kennedy

Associate Financial Representative
Office 561-284-8060

Stephen joined Northwestern Mutual in 2012 in Orlando and relocated to West Palm Beach in August 2014, transferring to the Warner Financial Group. Stephen grew up in Tampa and received his B.S. in Finance at Florida State University. Stephen chose to further his education by continuing to law school at St. Thomas University in Miami, passing the Florida bar in 2008. Stephen's law background has proven useful when handling client insurance and planning needs. His experience with tax, health, estate, and corporate law has helped to ensure that he is detailed, organized, and works well with different types of client backgrounds. Stephen currently holds the Series 6 and Series 63 licenses as well as the Florida 2-15 License.

Stephen and his wife, Lisette live in West Palm Beach with their rambunctious daughter Lauren.

Financial Representatives and their staff do not render tax advice.  Consult with a tax professional for tax advice that is specific to your situation

 

Debbie A Krudis

Office Manager
Office 561-284-8054
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck