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.

 
Stephen Charles Kennedy

Stephen Charles Kennedy

Associate Financial Advisor
Office 561-284-8060

Stephen joined Northwestern Mutual in 2012 in Orlando and relocated to West Palm Beach in August 2014, to become a member of Mark's team. 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 demonstrates that he is detailed, organized, and works well with clients of different backgrounds. Stephen currently holds the Florida Life, Health, and Variable Annuities license, in addition to the Series 6 and Series 63.

Stephen and his wife, Lisette live in downtown West Palm Beach and love being the parents of a rambunctious Boston terrier named Pete.

 

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