Ross W. Kennedy
ZORA FINANCIAL | Director of Implementation and Cash Flow
Birmingham, AL
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CRD#: 6745835
Professional summary
Ross Winston Kennedy, CFP® is a registered financial advisor currently at ZORA FINANCIAL located in Birmingham, Alabama.
Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ross has worked at 1 firm and has passed the Series 65 exam.
Biography
Ross joined Zora Financial in the Spring of 2016 as the firm’s Financial Planning and Business Development Intern. Shortly after his internship, Ross accepted a full-time position with the firm as an Apprentice Planner. Since then, Ross has been promoted to Director of Implementation and Cash Flow.
Ross was born and raised in Birmingham, Alabama. He grew up in the Mountain Brook community and graduated from Mountain Brook High School in 2012. After high school, he attended The University of Alabama where he studied Financial Planning, Counseling and Consumer Affairs. Ross graduated Cum Laude in 2016 with a Bachelor of Science in Human Environmental Sciences.
Throughout his life, Ross always had an interest in finances. With family ties to the industry, he began to pursue a career in finance at a young age. During his school years, he interned with various fee-only firms in Birmingham. Through these experiences, Ross knew that serving individuals and families’ needs through holistic, behavioral financial planning was the right career path for him. Ross recently furthered his financial planning expertise by earning his CERTIFIED FINANCIAL PLANNER® designation.
Outside of work, Ross enjoys playing golf, fishing, and spending time with his wife Sarah, friends, and family. Ross enjoys vacationing in Perdido Key, Florida and spending time at Lake Tuscaloosa. He serves on the board of the Rotaract Club of Birmingham, is the Programs Director for the North Alabama Chapter of the Financial Planning Association (FPA), and an active member of the Young Adults Group at Saint Francis Xavier Catholic Church, where both him and Sarah are members.
Question & Answer
What are your service offerings?
Debt Management
Retirement Planning
Education Planning
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Life Transitions
Small Business Planning
Investment Planning
Inheritance
Insurance Planning
Budgeting
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Career Change
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Irregular Income
Getting Married
Mutual Funds
Insurance
Life Planning
Startup
Starting a Family
Sudden Wealth
Personal Taxes
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ross Winston Kennedy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
January 11, 2017 - Present
ZORA FINANCIAL
RIA
CRD#: 170544
Birmingham, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(1/11/2017)
IAR
Louisiana(6/2/2020)
IAR
Texas(1/11/2017)
IAR
Utah(5/28/2020)
Current Firm
ZF
ZORA FINANCIAL
ZORA FINANCIAL | ZORA FINANCIAL, LLC
CRD#: 170544 / SEC#:
Alabama
Registered Investment Advisory firm - (4/8/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/13/2018 Approved)Texas
Registered Investment Advisory firm - (3/27/2015 Conditional Restricted)Utah
Registered Investment Advisory firm - (10/12/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Birmingham, AL
Mailing Address
P.o. Box 550325, Birmingham, AL 35255
Phone number
(205) 637-0178
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 385 |
| AUM (Assets Under Management) | $ 58,053,177 |
Red Flags
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Company Information
ZORA FINANCIAL
Director of Implementation and Cash FlowCRD#: 170544Birmingham, ALTRUST BUT VERIFY
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Contact information
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