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Kendra C
Series 63, Series 65
Sebastian, FL
Success Wealth Management LLC
Kendra Carano is a financial advisor with Success Wealth Management LLC in Sebastian, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Hazard & Siegel Inc and New York Life Insurance Co. She is also involved as an independent insurance agent through Charter Financial Group and conducts insurance and annuity sales through Carano Financial Group LLC. Success Wealth Management advises individuals and high-net-worth clients with discretionary asset management, tailored financial planning, and consulting services. The firm applies Modern Portfolio Theory and customizes asset allocation to clients’ goals and risk tolerance, offering quarterly reviews and access to a strategy-linked Market Savings Liquid Program through a sub-advisory partnership.
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