About My Practice
Thad Kuczynski strives to provide you the best possible financial solutions based on your specific circumstances and needs. His mission is to inform and educate you in those areas that directly affect your financial well-being. As your financial advisor, Thad takes a comprehensive approach to helping you reach your financial goals. Thad earned the designation of Certified Financial Planner from the CFP® Board of Standards in 2004, demonstrating that he is continuously expanding his knowledge in financial planning through rigorous continuing education courses and professional ethics training. His goal is to protect what you have worked so hard to earn, and help grow your wealth so you can achieve your dreams and goals.
Thad takes the time to get to know you, your current situation and your family dynamics. He helps you identify your financial strengths and those issues you may need to address, especially in the areas of wealth management, estate planning, retirement planning, and income-producing investment strategies. Backed by the strength of Morgan Keegan, Thad has at his disposal the research, administrative support, and industry clout of one of the nation’s largest regional investment firms.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Morgan Keegan & Company, Inc. • Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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