Michael Kepesky,
JD, CFP®
Regional Insurance Planning Specialist
Raymond James Insurance Group (RJIG)
Prior to his current role, Mike spent 25+ years working in the insurance industry. At MetLifeand AXA he held numerous positions in sales and distribution of life insurance, annuities,long-term care and disability income. As a Point of Sale specialist Mike has supportedfinancial advisors in Wirehouses, Broker Dealers and RIA’s. In addition to these roles Mikewas also an advanced sales attorney for MetLife.
Mike obtained a law degree and is a Certified Financial Planner® professional. He holds a Bachelor’s Degree from Arkansas Tech University, and received his Juris DoctorateDegree from the University of Arkansas at Little Rock. He is a member of the Arkansas BarAssociation and past member of the Advanced Association of Life Underwriters. Mike alsoholds CLU® and ChFC® designations from the American College of Financial Services.Mike has lectured to numerous insurance and securities industry groups. He has presentedseminars to Arkansas Children’s Hospital and to the Arkansas Bar Association AnnualMeeting. Mike is also an approved CPE presenter by the National Association of StateBoards of Accountancy and has delivered CPE to CPA firms, industry and associationmeetings. A sample of his presentations are:
- Planned Giving
- “The Insiders View”, a guide to partnering with the financial services industry
- Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance
- Costly Mistakes in Life Insurance Planning
- Life Settlements and the Tax Cut and Jobs Act
Mike is married to Karen and has two children, Ross and Blakeley.
Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.