Ken Handy is the Founder and Co-Managing Partner of the DBA, Phoenix Private Wealth, located in Columbia, MD. Phoenix Private Wealth consists of dedicated advisors and administrative professionals who serve their clients financial planning needs by helping them to achieve their dreams and make their financial goals a reality.
Since joining the financial planning industry in 2004, Mr. Handy has built one of the top practices in the region. In 2011 he partnered with Equitable Advisors with a vision to make an impact on his clients both regionally and nationally. Since Partnering with Equitable Advisors, he has won numerous awards. Mr. Handy is a 4-time Management Development Award Winner, a 4-time Management Leadership Award Winner, and a 2-time Elite Leader, an exclusive award given to the top teams inside of Equitable Advisors nationwide. Mr. Handy has also been ranked as high as 7th out of hundreds of Equitable Advisors teams nationwide.
Mr. Handy attended Limestone College as a dual sport athlete in Soccer and Lacrosse before transferring to the University of Maryland. He graduated from the University of Maryland in 2001, with a bachelor’s degree in Economics. As a former student athlete, he is very passionate about giving back to students who have a passion for sports and leadership. He has collaborated with numerous universities, organizations, and collegiate athletic departments to provide workshops and presentations to students and athletes with a focus on their future and post collegiate goals.
Ken resides in Annapolis with his wife Megan and their dog Sterling. Ken loves spending time within his local community with family and friends. As an avid Terps fan, he supports all Maryland sports and attends many of their sporting events throughout the year.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC.. AR Insurance License # 14285611. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.
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Phoenix Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.