Title: Financial Planner
Company: Kay Financial Solutions
Location: Howell, New Jersey, United States
Adam Kay, RICP, Financial Planner at Kay Financial Solutions, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in the field of financial planning.
Specialized in the fields of finance and wealth management, Mr. Kay lends more than 15 years of professional experience to his role at Kay Financial Solutions, a subsidiary of Prudential Financial Inc. Having begun his career as an intern on Wall Street, his areas of expertise reside primarily in retirement planning, particularly regarding saving and living within one’s means, as well as investment in education and small business ventures. Committed to connecting with his clients in a meaningful capacity, Mr. Kay seeks to deliver a focused approach that centers on the needs of the individual customer.
Prior to entering his current position, Mr. Kay joined the U.S. Marine Corps out of high school, and originally aspired to become a boat captain. After earning a Bachelor of Arts at Drew University, however, he initially entered the field of finance in mortgaging, but later began to focus on economics and earning his license as a retirement income certified planner. Eminently qualified in his field, Mr. Kay also bears Series 24 and Series 66 financial security licenses. Aside from his role with Prudential, he has found success at such companies as Allstate, Axa S.A. and Ameriprise.
As a commitment to his field, Mr. Kay is a member of several industry-related organizations. Among them, he has maintained his affiliation with the Million Dollar Round Table and the National Association of Financial Advisors. Long dedicated to civic advocacy, he has also spoken prolifically on the subject of financial education at the courthouse in Morristown, New Jersey. Leveraging his experience in the U.S. Marines, Mr. Kay volunteers as a vessel examiner for the U.S. Coast Guard Auxiliary, and as a member of a boat crew.
Well regarded for his indelible contributions to the field, Mr. Kay has garnered several accolades, including recognition as a Five Star Wealth Manager and four consecutive chairmanships. In accounting for his standout success, he credits the influence of his parents, who instilled within him a strident work ethic and an understanding of the value of wealth. Moreover, Mr. Kay attributes his stubbornness and vast experience in his area of expertise.
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