Kenney N. Conwell
Founder of MyMoneyEDU, Financial Educator, Registered Investment Advisor
- Role
- Co-founder Managing Director at Capitalwize, Llc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Co-founder Managing Director
Apr 2017 — Present · Atlanta, GA, US
CapitalWize is a registered investment advisory firm offering services in Georgia and other states where they are exempt. We help people achieve their financial goals based on their values and vision for the future. We work by referral only.
Skills
- Insurance
- Term Life Insurance
- Direct Sales
- Employee Benefits
- Cash Flow
- Budgets
- Life Insurance
- Financial Services
- Entrepreneurship
- Finance
- 401k
- Financial Planning
- Marketing
- Insurance Planning
- Estate Planning
- Long-Term Care
- Sales
- Financial Planners
- Coaching
- Strategic Partnerships
- Leadership
- Budget Preparation
- Strategic Financial Planning
- Investments
- Wealth Management
- Cash Flow Management
- Retirement Planning
- Financial Advisory
- Wealth
- Disability Insurance
- Small Business
- Training
- New Business Development
- Fixed Annuities
- Team Building
- Asset Protection
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.