Meet the Team
Ken Innis
The success behind The R.O.W. Group’s personalized approach lies in Ken’s vision of Financial Architecture. He firmly believes that every client deserves a handcrafted plan tailored to their unique circumstances.
Being a steward of wealth is a heavy responsibility that can’t be overlooked; you must be educated about your decisions with that wealth so that the heirs have the privileged opportunity to bear responsibility for that wealth. As a steward of wealth, Ken carries the weight of this responsibility with grace and dedication, never overlooking the importance of the tiniest detail while fostering trust-based relationships with his clients, which have become the foundation of his firm’s success.
Ken’s systematic approach is very interactive, it’s heavy on dialogue to get deep into his client’s financial history and understand where they want to go in the future. Most clients don’t want to think about the “how to” of their wealth; they want someone to create solutions for them, so they don’t have to. Ken tries to make client meetings enjoyable experiences but likes finding ways to make clients think about their wealth so he can understand their wants and needs and act on them. Ken follows sequential thinking to lead clients easily from one point to another so that it is a painless experience.
Having stepped into the financial world in 1971 with Advanced Financial Planning Corporation, his dedication to growth and excellence doesn’t end there. Ken has been a life member of the Million Dollar Round Table since 1973, as well as being a member of Finseca, (previously known as the Association for Advanced Life Underwriting), the National Association of Plan Advisors, and the National Association of Insurance and Financial Advisors. Not to mention, he is a proud Stockholder of M Financial Group.
A true lifelong learner, Ken holds a Bachelor of Arts from David Lipscomb University and attended The Nashville School of Law. Equipped with a Life and Health license, as well as FINRA Series 7 securities registration, he’s more than prepared to conquer any financial challenge that comes his way.
In 2013, The Nashville Business Journal named Ken one of the top Financial Planners in the Nashville area. Recognizing Ken’s unmatched dedication, Nashville Business Journal also named Ken a Power Leader in Finance in 2016 and 2017. Ken and Mary Jo Innis’ hard work has always glowed brightly, earning The R.O.W. Group acknowledgement as one of the largest financial planners in Nashville by NBJ every year since 2006.
Kenneth S. Innis puts his heart and soul into creating a brighter, financially smart future for his clients and the Nashville community alike.
*This List ranks Nashville-area financial planning firms by total local investment assets. Information was obtained from firm representatives. Information on The List was supplied by individual companies through questionnaires and could not be independently verified by the Nashville Business Journal. Only those that responded to our inquiries were listed. In case of ties, companies are listed alphabetically. The Nashville area is defined as: Cheatham, Davidson, Dickson, Montgomery, Robertson, Rutherford, Sumner, Williamson and Wilson counties.
*MDRT Life Member: After Qualifying and Life membership has been attained, Applicants for Life status will declare that they did not meet the production requirement, but still wish to continue their MDRT membership. Life members must annually submit an application and pay dues. Membership in the MDRT is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
Certifications
Life and Health license
FINRA Series 7 securities registration.
Awards and Recognition
2013 Top Financial Planners in Nashville*
2016 Power Leader in Finance*
2017 Power Leader in Finance*
Contact
2020 21st Avenue South, Suite 200
Nashville, TN, 37212
Phone: 615.250.7600
Fax: 615.250.7638
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The R.O.W. Group is not affiliated with, endorsed by, or in any way connected to T. Rowe Price.