Rob Davenport, CFP®, CLTC® President 502-394-0400

My Philosophy
It has always been very important to me that the advisors of this firm keep their client’s interest first. I believe in maintaining a high degree of integrity at all times, setting the standard for Kentucky Planning Partners trusted relationships.

Kentucky Planning Partners is a Investment Planning and Wealth Management firm that offers services very much needed in today’s environment. It is my focus to lead this organizations success by measuring and constantly striving to improve the overall satisfaction of our clientele. Whether it involves written financial planning, fee-based wealth management through LPL Financial, life insurance or 401(k) management for corporations, it is my philosophy to take care of you, our life long trusted client.

Formal Education & Experience
Bachelors of Arts Degree in History – Southern Methodist University, 1989
Series 6, 7, 24, 26, 53, 63, 65 securities registration held with LPL Financial along with Life and Health licenses in Kentucky, Indiana, Kansas, Missouri, North Carolina, Texas, and California.

Securities registration in the following states: Florida, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Ohio, and Texas.

Registered Representative and Agent for The Equitable Life Insurance Company in 1989 – Dallas, TX.

District Manager with The Equitable (now known as AXA Advisors) in Atlanta, GA from 1993-2000

Branch Manager with AXA Advisors - St. Louis, MO. 2001

Branch Manager with AXA Advisors - Louisville, KY. 2/2002- 5/2005

Senior Managing Associate – New England Financial- Kentucky 5/2005-12/2006

Founder and President – Kentucky Planning Partners, LLC 1/2007

Professional Credentials
CFP® - Certified Financial Planner™ Practitioner
CLTC® – Certified in Long Term Care

Memberships
Financial Planning Association (FPA)
Estate Planning Council of Louisville

Civic Involvement
Board of Directors – Junior Achievement of Kentuckiana
Board of Directors – Owl Creek Country Club, Membership Chairman
Founder – Louisville Concours d’ Elegance, f.b.o. Brooklawn Child and Family Services.
Anchorage Presbyterian Church member

Personal
I have been married for 17 years to my wife Lorie and have two children, Ellie, age 12 and Robby, age 10. I enjoy spending time with my family and friends, playing golf and tennis, and racing my Vintage Alfa Romeo race car.