Individual Investor Employer Sponsored Retirement Plans Professional Advisors

 



The Keogh Financial Group is committed to providing the highest levels of professional service, satisfying the needs of our customers, and doing so at a reasonable cost. Our group includes:

F. John Keogh III is a senior vice president of investments and a member of the Management Advisory Council. He has more than 30 years of experience in the financial services industry and possesses expertise in 401(k) consulting. Prior to joining Raymond James, John held management positions with PaineWebber Inc. and Merrill Lynch. His educational and professional accolades include:


  • Bachelor of Science in business, Wayne State University
  • Attended MBA program, Pace University, New York
  • Attended Securities Industry Institute, Wharton School, University of Pennsylvania
  • Accredited Investment Fiduciary, (AIF)
  • Professional Plan Consultant (PPC)
  • Certified Plan Fiduciary Adviser (CPFA)
  • Series 7, 8, 63 and 65 licensed
  • 2016 President's Club member, Raymond James & Associates *
  • Retirement Planning Advisory Council member, Raymond James
  • Member of the American Funds Advisory Council for 2015
  • Putnam Funds Golden Scale Council member
  • Ascensus Presidential Advisory Council member

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.


Susan M. Allen is a sales associate who has worked with John Keogh for the past 14 years. She has extensive experience in the investment industry, having previously worked at PaineWebber, Dean Witter and Smith Barney. She takes a personal interest in every client and is committed to the highest levels of professionalism and service.