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Ken Churchill
Ken Churchill
Portfolio Management
Senior Vice President - Wealth Management
Portfolio Management Director
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
tel: 650-926-7616
toll free: 888-972-5888
fax: 650-926-7136
Email Me
Welcome Associations Services Education Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Stanford Institute for Economic Policy Research
    Associate Member
  • Patrick Henry College
    Council of Statesmen
  • International Justice Mission
  • Pacific Justice Institute
  • Sports Challenge International
Services
  • 401k Rollovers
  • Asset Management
  • Commodities
  • Endowments and Foundations
  • Municipal Bonds
  • Philanthropic Services
Education and Licensing
  • 1981, BA, Wheaton College
    Wheaton, IL
  • 1983 - 1984, Trinity Evangelical Divinity School.
    Deerfield, IL
  • 1985 - 1987, University of Rhode Island
    Kingston, RI
  • Major US Equity and Commodity Exchange
    Registered
  • Insurance and Annuities Licensed
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Portfolio Management Director
    Menlo Park, CA
  • 1987: World Vision
    Central Region Administrator
    Sudan
  • 1981 - 1982: World Relief
    Country Manager
    Bangkok, Thailand
Bulletin Board
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Ken Churchill is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Market Update Conference Call Details (pdf)

100 Point Commentary (pdf)
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