Kenneth Toledo joined Waverly in May of 2024 after successfully completing a Summer Internship at the firm. He serves as an Associate Financial Planner for Waverly. Kenny is responsible for the creation and delivery of comprehensive financial plans for high-net-worth individuals and families, as well as following through with clients on the implementation of the plans.
In his spare time, Kenny enjoys golfing, reading, soccer, and attending Church at Church of the Highlands and spending time with friends and family. Kenny is currently studying to take the Certified Financial Planner exam.