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Team Member Spotlight

Meet Kennedy Duhon, one of our Client Service Associates at MFA. Kennedy has been with MFA for almost a year. She’s the mastermind behind many MFA events last year. Her professionalism and cheerful personality also make her an invaluable asset of Team MFA. 

Kennedy Duhon 010325

 

 

 

 

 

 

 

 

 

 

 

 

 

Kennedy celebrating Aaron’s big win at the Whelen Mazda MX-5 Cup series in Monterey, CA, in May 2024. 

 

Why did you choose to become a Client Service Associate and work in Operations? 

My background is in human behavior, and my first job out of college was working as a behavior analyst. After four years of working in a predominantly clinical environment, I transitioned into a role that required me to work in an operational setting. That role allowed me to realize that there was so much out there for me to learn, especially in the finance industry. 

When I looked deeper into the world of wealth management, I found it to be interesting and intriguing. I decided to take a risk and switch career paths. Being a Client Service Associate is the first step of this new journey and I am excited about the many possibilities and opportunities at MFA. 

 

What’s a memory from your client interactions that’s stayed with you?

I am coming up on the completion of my first year at MFA, and I am thankful for the amazing clients I get to work with on a daily basis. One memory that will stick with me is getting to meet many of our clients face-to-face at client events. Although clients may get handfuls of emails from me asking for transaction approval or signatures, the events allowed me to get to know each of them more as an individual instead of just an email address. 

 

Why are you excited to be part of MFA? 

Since joining MFA, I have been able to experience a work environment where everyone truly enjoys their work, while also enjoys working collaboratively to ensure the best possible experience for our clients. I am grateful to be able to show up every day and know that we motivate each other to continue growing at both a personal and professional level. 

 

What’s something people might not know about you? 

Any time I am not in the office helping our clients, you can assume I am at a racetrack somewhere. My boyfriend (who used to work for MFA) and I have spent the past 7 years working towards building his professional racing career. With the help of many great partners, we have been able to continue this journey. With him racing in Porsche Carrera Cup North America this year, we will be racing alongside F1 for three of their North America events … which is very exciting (Fingers crossed I’ll get to meet Lando Norris😊)! 

 

What’s a quirk of yours? 

One quirk I have is that I “have to” make sure all of our office snacks and drinks are put away in a specific order. It is such a random thing to be specific about, but I have a vision in my head where everything needs to go. If I see a granola bar where the salty snacks go, I “have to” fix it! 

 

Morling Financial Advisors, LLC (“MFA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about MFA’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.

 

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Disclosures

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Morling Financial Advisors, LLC (“MFA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about MFA’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. The opinions expressed are those of MFA. The opinions referenced are as of the date of publication and are subject to change. The investment strategy or strategies discussed may not be suitable for all investors. Be sure to consult with a tax professional before implementing any investment strategy. Investors must make their own decisions based on their specific investment objectives and financial circumstances.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Morling is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Morling by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Testimonials:

Testimonials provided are by current clients of Morling Financial Advisors, LLC (“MFA”). MFA does not provide cash or non-cash compensation to clients in exchange for their testimonials. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. The experience of any one client may not be representative of another client's experience with our firm.

Financial Advisor Magazine’s RIA Ranking:

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. No payment was required to participate in the survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31st of the prior year to be included in the print edition of Financial Advisor magazine’s RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. For more information, visit the FA website at www.fa-mag.com

AdvisoryHQ:

https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. AdvisoryHQ published their list of the “Top 13 Financial Advisors in San Francisco, Oakland, & Courte Madera” in order from rank number one to rank number thirteen. Morling is ranked number seven. AdvisoryHQ utilizes a “Top-Down Advisor Selection Methodology” based on categories including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and rankings are independently researched, and firms are not aware that they are being reviewed until after they are completed and published. No payment was required to participate or be considered in this comparison.

Expertise:

https://www.expertise.com/ca/san-francisco/financial-advisors

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. Expertise reviewed 212 advisors and Morling was in the top 27 ”Best Financial Advisors in San Francisco” sitting at number 16. Selection criteria was based on over 25 variables spanning across five categories: availability, qualifications, reputation, experience, and professionalism. No payment was required to participate or be considered in this comparison.

Newsweek
Morling was a recipient of Newsweek's "America's Top Financial Advisory Firms 2025" award. Newsweek, partnering with Plant-A Insights Group, analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Morling did not provide compensation to Newsweek for this award.

ETF
Morling was chosen as one of etf.com's "Top 50 RIA Firms" for 2025. This list is comprised of RIA firms in the U.S. chosen by etf.com that are believed to have demonstrated expertise, growth, and leadership in helping clients navigate the world of exchange-traded funds. Morling did not provide compensation to etf.com for this ranking.

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