KENNETH LANEAUX
Montgomery
Summary
Dynamic Financial Advisor with a proven track record, enhancing retirement plans for educators. Expert in client relationship management and sales strategy, I successfully transformed financial aspirations into actionable plans, driving significant client growth and satisfaction. Adept at networking and market analysis, I deliver tailored solutions that meet diverse financial needs.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Corebridge Financial
Montgomery
06.2025 - Current
- Collaborate with school districts to enhance retirement plans, significantly improving educators' financial outcomes.
- I engage with participants both in-person and virtually, providing support for major life events and everyday financial questions.
- Corebridge Financial specializes in providing retirement planning services for K-12 education workers.
Financial Advisor
Edward Jones Investments
01.2024 - 04.2025
- Transformed client financial aspirations into actionable strategies, showcasing Edward Jones Investments' products with expertise and flair.
- Make over 30 outbound calls daily to potential candidates for investments or in need of financial strategy and planning.
- Implement daily, weekly, and monthly tactical plans to ensure regular outreach to new and existing clients.
- Attend weekly stock market updates, enhancing knowledge and awareness of market dynamics.
Financial Advisor
Merrill Lynch
04.2020 - 01.2024
- Studied for and obtained the Series 7 and 66 security licenses.
- Deliver products and capabilities Bank of America banking Merrill Lynch Investing.
- Provided end-to-end comprehensive advice, delivered client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
- Attended mandatory new advisor training via webex, conference calls, skype and one on one phone calls with the training coach.
- Made a mandatory 25 outbound calls to Bank of America customers.
- Dialed into weekly calls on the stock market movements and tendencies.
- Processed PPP loan applications.
Insurance Agent
Guardian Credit Union
01.2019 - 01.2020
- Injected input based on my experience on how to build the insurance department from scratch.
- Grew my book by adding life insurance clients and property and casualty clients.
Financial Advisor Trainee
Raymond James
07.2018 - 10.2018
- My primary responsibility as a trainee is to study to obtain Finra Series 7 and 65 licenses.
FINANCIAL REP AND INSURANCE AGENT
COUNTRY FINANCIAL
Montgomery
03.2016 - 07.2018
- Started a book of business from scratch and that grew to over 200 households in 24 months.
- Interviewed clients in our initial meeting to find out the client's needs.
- Analyzed client information to come up with the best fit solution(s).
- Prospected for new clients as part of my daily duties including asking clients for referrals.
- Engaged in weekly sales meetings.
INSURANCE AGENT AND FINANCIAL REPRESENTATIVE
INDEPENDENT INSURANCE AGENCY
MONTGOMERY
03.2012 - 10.2014
- Created spreadsheets to keep order of clients and insurance products.
- Sold insurance policies to new clients.
- Appointed with over 20 insurance carriers.
- Prospected for new client business.
Education
Bachelor of Science - Human Resource Management
Troy University
Montgomery, ALCertified Bookkeeper -
Auburn University Montgomery
Montgomery, ALSkills
- Salesforce
- CRM, client relationship management
- Sales strategy
- Networking
- Presentation skills
- Market research
- Business development
- Risk management
- B2B sales
- Market analysis
- Outside sales
- Sales and marketing
- Lead generation
- Time management
- Relationship building and management
Timeline
Financial Advisor
Corebridge Financial
06.2025 - Current
Financial Advisor
Edward Jones Investments
01.2024 - 04.2025
Financial Advisor
Merrill Lynch
04.2020 - 01.2024
Insurance Agent
Guardian Credit Union
01.2019 - 01.2020
Financial Advisor Trainee
Raymond James
07.2018 - 10.2018
FINANCIAL REP AND INSURANCE AGENT
COUNTRY FINANCIAL
03.2016 - 07.2018
INSURANCE AGENT AND FINANCIAL REPRESENTATIVE
INDEPENDENT INSURANCE AGENCY
03.2012 - 10.2014
Bachelor of Science - Human Resource Management
Troy University
Certified Bookkeeper -
Auburn University Montgomery