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Top 30 financial advisors of 41 near 05701
Out of 400,000+ nationwide
Reed W
Series 66
Rutland, VT
Edward Jones
Ken F
Series 63, Series 66
Mount Holly, VT
Merrill
Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.
Jeremy C
Series 66
Rutland, VT
Edward Jones
Justin P
Series 66
Rutland, VT
Edward Jones
Zerihune F
CFP®, Series 66
Rutland, VT
Edward Jones
Walter L
ChFC®, Series 66
Rutland, VT
Edward Jones
Lon S
Series 63, Series 66
Rutland, VT
Edward Jones
Marilyn E
CFP®
Gaysville, VT
Financial Advisory Services
Timothy R
Series 66
Killington, VT
Alpenglow Advisors LLC
Johnhenry H
Series 63, Series 65
Williston, VT
Silverlake Wealth Management LLC
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Finding advisors...
Top 30 financial advisors of 41 near 05701
Out of 400,000+ nationwide