Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Ken Duong is a Jacksonville native and is a Financial Advisor in the Ponte Vedra Beach office. He graduated from the University of North Florida with a B.S. in Business Administration, concentrating in finance. Prior to joining the Brown, Holzmann, Cusick Group, Ken was in banking for several years then transitioned to a Financial Solutions Advisor at Merrill Edge working with affluent clients. Ken assists his clients in developing a streamlined investment process that puts his client's personal and financial goals at the forefront, focusing on what is truly important in the client's lives. He works with both sides of the balance sheet so that he can efficiently manage and grow his client's wealth. In his free time, Ken's wanderlust, workout regiments and his love for playing/coaching football keep him busy.
English & Vietnamese
University of North Florida
We along with your tax professional can help you understand how it might affect your investment strategy
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We will work to help you stay on track, regardless of what the markets are doing.