Kenneth Heiser has over 30 years of in the Wealth Management and Planning area. Ken is a seasoned investment manager recognized for guiding high- net- worth individuals, business owners and families to secure and grow their financial legacies.
Ken began his career by collaborating closely with client advisors; CPAs and their attorneys, which enabled him to develop valuable strategic relationships. He maintains strong professional connections with small business owners, the working wealthy, and Wall Street professionals.
Ken’s approach is rooted in the belief that wealth is more than just capital—it’s about realizing the vision, legacy, and impact of each individual client.
Service Awards:
- Executive Committee Chair representing Field Advisors nationally
- Advisory Council Board Member representing Field Advisors nationally
- Chair of Technology Committee Advisory Council
- Recipient, Millennium Award/Client Retention - awarded by New England Financial in 2012
- Recipient, Lambert M. Huppeler Award for Industry Mentorship
- Lifetime Member, New England Financial Hall of Fame - awarded by New England Financial in 2015
- Lifetime Member, Masters' - awarded by New England Financial in 2001
- Lifetime Member, Leaders Association - awarded by New England Financial in 1996
Ken graduated with a BS from Villanova University and from American College in Bryn Mawr, PA where he holds a ChFC® (Chartered Financial Consultant) and a CASL® (Certified Adviser for Senior Living) designation. Ken resides in Westport, CT with his wife, Jennifer. He enjoys travel, spending time on the Cape, playing golf and playing ‘Paddle’ aka. platform tennis.