Skip to main content

Our financial advice team


Kevin Farrell, Financial Advisor serving the Cape May, NJ area - Ameriprise Advisors

Kevin Farrell

Financial Advisor

Spinnaker Investment Management
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies

Previous experience

  • Veteran of the United States Navy Submarine Force, 1980-1984

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • I enjoy sailing in the Chesapeake Bay area and in the Caribbean
  • I love to Salt-Water fish.
  • I enjoy golfing in warm weather at places like Cape May National Golf Club.
  • I enjoy reading, I am usually reading at least 3 books at any given time. (History, Business & Fiction)
  • I like to cook, I try to find at least one new recipe per month and give it a try. I also enjoy collecting and reading about different wines.