Kenny Elkins, CPFA®

Wealth Manager

Kenny Elkins, CPFA®

Wealth Manager

Kenny joined Equity Concepts in 2001 as a wealth manager and became a shareholder in 2006. With a passion for teaching, Kenny strives to educate his clients and increase their financial knowledge. Kenny has completed advanced training and frequently handles sophisticated retirement plan structures for business owners. Kenny serves as a member of the Equity Concepts investment committee that oversees $1 billion of assets under management. Kenny currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in 21 states. Kenny is a Certified Plan Fiduciary Advisor (CPFA®).

Kenny’s previous career experiences include the Central Intelligence Agency, First Market Bank and Circuit City. As an Investment Adviser Representative, he is responsible for protecting his clients’ best interests and completely disclosing all important information. Kenny has been quoted in various media outlets, including U.S. News & World Report, Investor’s Business Daily, Financial Advisor Magazine and the Richmond Times Dispatch.

Kenny earned his Bachelor of Arts degree from Mary Washington College. Kenny has served as president on both the Richmond and Virginia Board of Directors for Bethany Christian Services, the largest orphan care agency in the United States. Kenny currently serves as a board member for the Cooperative Baptist Fellowship Church Benefits team. This organization serves over 1,000 ministers, church staff, nonprofit leaders and CBF field personnel around the globe. The benefits team is responsible for overseeing the $82 million 403(b)(9) retirement plan, along with health, dental and vision insurance.

Kenny and his wife, Jennifer, live in Mechanicsville, Virginia, with their three children, Caleb, Lydia and Isaiah. They enjoy traveling to historical landmarks and vacationing at the beach. Kenny enjoys running, bike riding and golf.


Kenny's Wealth Advisory Board

Alan Dole, MBA

Wealth Manager

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Andrew Walker

Managing Director & Chief Investment Officer

Charlon Wade

Relationship Associate

Heather Shaw

Representative Assistant

William Saunders, CFP®

Chief Relationship Builder

Call Now Button