Let's Give a Warm Welcome!
We're thrilled to announce that we're teaming up with our long-time friends and colleagues, Ken Anderson and Diane Lindsey of Executive Financial! After months of conversation and planning, Ken and Diane will join us here at our office. With over 150 years of combined experience, our newly expanded team looks forward to serving you and your financial goals in the years to come!
Welcome to the Clients of Executive Financial!
We want to say a heartfelt "welcome" to you. Ken has clearly expressed how YOU have made his job a delight for over 30 years. We want to assure you that the only thing changing for you is location. You will still receive your personal financial care and attention from Ken and Diane. What you may not see on the outside is the support Ken and Diane will now receive from the team here at Gate City Advisors. We know that change can be difficult, but we also trust that this partnership will only be to your benefit. We look forward to meeting you!
Round Table Talk
In this short video, Sherwood, Joe, and Ken share what they're most excited about with the merger of Executive Financial with Gate City Advisors. Click below to watch.
Frequently Asked Questions
Answers from Ken
Why are you teaming up with Gate City Advisors?
What does this mean for me as a client of Executive Financial?
Does this affect the relationship I have with Ken as my advisor?
Does this mean Ken is retiring soon?
Will anything change with my accounts?
Where is your new location?
Meet Ken and Diane
To those who haven't yet met Ken and Diane, you're in for a treat. These two wonderful people are both extremely experienced in the financial industry, as well as being a man and woman of great personal integrity. We're honored to have them on our team.
Ken Anderson, CLU®, ChFC®
Senior Financial Advisor
Kenneth D. Anderson, CLU®, ChFC®, Investment Advisor Representative, has been involved in the financial services industry since 1985. He graduated with a Bachelor's Degree in Business from the University of North Carolina at Chapel Hill. While attending UNC-CH, he played Varsity baseball for three years, including the 1983 ACC Championship team, in which he was recognized as the team's Most Dedicated Player.
Ken has dedicated his career to furnishing a broad range of products and services. Thorough and innovative, he helps meet the needs of high net worth individuals, successful professionals, business owners, and retirees. Ken specializes in retirement planning, investment management, and estate planning.
His extensive background and knowledge in the financial, estate and retirement planning fields allow Ken to provide outstanding service to his clients. He holds the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
During his career in the financial industry, Ken has made a commitment to hard work and long hours. Through consistent effort, and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. He is a qualifying member of the prestigious Million Dollar Round Table and holds memberships with the National Association of Security Dealers and the Society of Financial Service Professionals. Ken has been the the managing partner of Executive Financial, LLC for over 30 years.
Ken is involved in the community with various civic and church-related activities. Exercise, reading, and family take up his leisure time.
Diane Lindsey, CFP®
Director of Client Support
A native of Greensboro, Diane Lindsey began her career in financial services in 1984. During her career she has earned the professional designation of CERTIFIED FINANCIAL PLANNER™(CFP®). Her emphasis is to provide exemplary services to clients designed to help them meet their specific goals and objectives.
Diane works with clients to identify specific life goals and then assists them in prioritizing and developing strategies to work toward accomplishing those goals. She approaches financial planning as a long-term relationship that extends beyond just providing financial advice and managing assets. Her desire to be attentive to client's administrative needs drives her active engagement in the financial planning process.
When she's not helping clients reach their financial goals, you may find Diane on a traveling excursion with her husband, cooking a great meal for friends, or sitting in a comfy chair on the porch with a good book.
You're invited to join us!
We want to invite YOU to come meet the entire team at one of our upcoming Meet & Greet events!
Drop in for a minute or stay for a while. We look forward to seeing you!
Meet & Greet Lunch
When: Wednesday, March 8, 12:00-1:00
Where: 328 E Market St, Suite 110, Greensboro, NC 27401
Meet & Greet Wine & Cheese
When: Thursday, March 9, 5:00-6:30
Where: 328 E Market St, Suite 110, Greensboro, NC 27401
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures
