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David Michael Kenny

Advisor at Raymond James Financial — Saint Clair Shores, MI

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Saint Clair Shores, MI 48081

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,461

Across 2,960 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

David Kenny is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2015 and also serves as a wealth manager at Brayton Asset Management in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Saint Clair Shores, MI

27735 Jefferson Avenue

Saint Clair Shores MI 48081

Advisors at this office

2

Most active in

Michigan

Work history

40 years of industry experience

Raymond James Financial Services Advisors INC.

2015 - Present • 11 years

Saint Clair Shores, MI

Raymond James Financial Advisor

2015 - Present • 11 years

Saint Clair Shores, MI

Oppenheimer

2006 - 2015 • 9 years

Grosse Pointe Farms, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Sara F

CFP®, Series 65

Rochester Hills, MI

Arrowroot Family Office, LLC

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Military & Veterans
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Active portfolio management Options & derivatives strategies
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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