Our Team

Our Team

Jimmy Morris

Managing Director of J.M. Morris Capital Management

Jimmy is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. He has provided investment management and customized financial planning services since 1976. Advisory services offered by Financial Management Associates, LLC are separate and unrelated to Commonwealth.  Jimmy earned a BS in accounting from the business school at Syracuse University. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification and the AIF® designations.

He provides professional services to:

  • Individuals
  • Families
  • Closely held businesses
  • Estates and trusts
  • Retirement plans
  • Nonprofit organizations
  • Endowments
  • Professionals throughout the United States

Designations and Registrations

  • Series 1
  • Series 7
  • Series 63
  • Life, Accident, Health, Variable Annuity, and Property-Casualty licensed
  • CERTIFIED FINANCIAL PLANNERTM professional
  • Accredited Investment Fiduciary® (AIF®)

Affliations

  • Certified Financial Planner® Board of Standards, Inc.
  • Member of the Financial Planning Association
  • National Association of Life Underwriters

In his free time, Jimmy is an avid martial artist and enjoys teaching two forms of Chinese Martial Arts, Tai Chi Chuan and Baguazhang, as well as Modern Arnis, a martial art and sport of the Philippines. He also enjoys skiing, sailing, and music—in particular, playing the piano and recorder.


Contact Information
J.M. Morris Capital Management
A Division of Financial Management Associates, LLC
33 Railroad Avenue, Suite 2
Duxbury, MA  02332-3879
Phone: 781-934-7880
Fax: 781-934-8220

Alan Kenney

Managing Director of A.P. Kenney Capital Management

Alan has provided fee only-investment management and customized financial planning services since 1969. He is an Investment Adviser Representative of Financial Management Associates, LLC and does not have a broker/dealer affiliation with Commonwealth. Alan has earned his BS in accounting, finance, and business from City University of New York and Merrimack College. He has also done graduate work in taxation at Bentley College, and ongoing accredited continuing education in investments, financial planning, finance, accounting, business, and taxation. Alan is also a Certified Public Accountant.

He provides professionals services to:

  • Individuals
  • Families
  • Closely held businesses
  • Estates and trusts
  • Retirement plan sponsors
  • Non-profit organizations
  • Endowments
  • Professionals throughout the United States

Designations and Licenses

  • Series 63
  • Series 65
  • CERTIFIED PUBLIC ACCOUNTANT

Affliations

  • Member of the Financial Planning Association® (FPA)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Massachusetts Institute of Certified Public Accountants (MSCPA)

Alan has studied Martial Arts for more than thirty years and has attained the rank of Yondan, fourth-degree black belt, in classical Okinawan Karate. Alan and his wife, Rebecca, have travelled extensively throughout Hong Kong, Mainland China, and Thailand.

Contact Information:
A.P. Kenney Capital Management
A Division of Financial Management Associates, LLC
510 Turnpike Street, Suite 203
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948