Open to opportunities

Kenneth Laneaux

@kennethlaneaux

Message

Seasoned financial advisor delivering tailored retirement and investment strategies.

United States

Message

What I'm looking for

I seek a client-focused advisory role where I can design tailored financial and retirement solutions, grow client relationships, and contribute to a collaborative team that values proactive outreach and measurable client outcomes.

I am a financial advisor with over 20 years of sales and consultative experience designing customized financial plans and retirement solutions. I have conducted over 1,000 risk tolerance assessments and designed more than 2,000 client-specific financial plans, consistently meeting sales goals through strong communication and referral-driven business development.

I collaborate with institutions and individual clients both in person and virtually, and I hold practical experience across retail brokerage, bank-affiliated advisory programs, and insurance distribution. I have completed advisor development programs, obtained required securities licensing study experience, and regularly execute outbound prospecting and client review processes to grow and retain client relationships.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Corebridge Financial

Jun 2025 - Present (3 months)

Collaborate with K-12 school districts to enhance retirement plans and provide in-person and virtual financial guidance, improving educators' retirement outcomes and responding to major life events.

Retirement Planning Risk Management Salesforce Market Analysis

Financial Advisor

Edward Jones

Jan 2024 - Apr 2025 (1 year 3 months)

Converted client goals into actionable investment strategies, conducted daily outreach (30+ calls/day), and delivered client reviews and presentations to grow relationships and assets under guidance.

Financial Planning Sales Outreach Relationship Management Risk Assessment

Financial Advisor

Merrill Lynch

Apr 2020 - Jan 2024 (3 years 9 months)

Completed Financial Advisor Development Program, obtained Series 7 and 66 licenses, delivered comprehensive advice and client reviews, and conducted mandated outreach and market briefings.

Series 7 Financial Advice Prospecting Market Analysis Bank Of America Platform Presentation Skills

Insurance Agent

Guardian Credit Union

Jan 2019 - Jan 2020 (1 year)

Built an insurance department from scratch by adding life and property & casualty clients and growing a book of business through prospecting and referrals.

Department Setup Sales Strategy Cross Selling

Financial Rep & Insurance Agent

Country Financial

Mar 2016 - Jul 2018 (2 years 4 months)

Started and grew a book to over 200 households in 24 months by analyzing client needs, recommending tailored solutions, and consistently prospecting and securing referrals.

Insurance Sales Prospecting Referrals

Insurance Agent

Independent Insurance Agency

Mar 2012 - Oct 2014 (2 years 7 months)

Managed client records and sold insurance policies as an agent appointed with 20+ carriers, while actively prospecting for new business and maintaining organized client tracking.

Policy Sales Carrier Appointments Prospecting Spreadsheet Management Customer Service Account Management

Financial Representative

Metropolitan Life Insurance Company

Sep 2011 - Mar 2012 (6 months)

Conducted high-volume outbound outreach (100 calls/week), set weekly appointment targets, and delivered solution-driven assistance to acquire and advise new clients.

Outbound Sales Appointment Setting Solution Selling Telemarketing