About Us

Financial Designs Wealth Strategies

Local Office
The South Hill Business Campus 950 Danby Rd, Suite 230
Ithaca, NY 14850
Phone:
  • 607-257-4645

Kevin's Harvard Experience

Kevin W. Shreve, CLU, ChFC  HAS SUCCESSFULLY COMPLETED AN ADVANCED LEARNING CURRICULUM, HOSTED ON THE HARVARD UNIVERSITY CAMPUS

Local resident Kevin W. Shreve, CLU, ChFC , a financial professional with AXA Advisors, LLC in Ithaca, has recently attended the AXA Advisors Institute Program, hosted on the Harvard University campus in Cambridge, Massachusetts.

The AXA Advisors Institute program provides Financial Professionals (FPs) with a deeper understanding of asset allocation wealth advisory strategies, portfolio management and the development of effective client relationships.

The educational curriculum was developed in partnership with faculty from Harvard University and Case Western Reserve. Sessions focused on the latest research and practices o f experts from leading academic and financial communities including lectures from Harold Langlois, PhD, Kate Livingston, and Sam Thomas, PhD.

Session content included:

  • How emergent theory affects risk management
  • Understanding the conceptual underpinnings of asset allocation
  • Exploring relevant aspects of the quantitative theory behind portfolio formation
  • Understanding portfolio rebalancing as a technique to manage path risk
  • Learning strategies for retaining and expanding client relationships

Kevin is one of the select financial professionals nationwide to complete this wealth management curriculum.

Mr. Shreve of Financial Designs Wealth Strategies, believes that the key to helping clients achieve their financial goals is to view each client as a unique individual with unique financial needs. Our team approach to financial services includes Kevin and his staff, and most importantly, the client. Together, we help clients identify their financial goals, and then offer the support and advice they need to commit to achieving those goals. He has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protections and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

About AXA

“AXA is a brand name of AXA Equitable Financial Services, LLC and its family of companies including AXA Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), AXA Advisors, LLC, and AXA Distributors, LLC. In business since 1859, AXA Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.

AXA S.A. is a Paris-headquartered holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC companies. AXA S.A. is a worldwide leader in financial protection strategies and wealth management with 102 million clients in 56 countries as of December 31, 2013.

Media contacts:

Branch Manager, Joseph DiMora
joseph.dimora@axa-advisors.com

Discretion Winter, (212) 314-2968
discretion.winter@axa.us.com

GE-97283 (8/14) (Exp. 8/16)

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck