Keith joined Raymond James in 2007. He has been in the financial services industry for over twelve years working previously in the financial planning department of T. Rowe Price and prior to that, with John Hancock Financial Services. Keith is a CERTIFIED FINANCIAL PLANNER™ professional. Keith has a strong passion for helping his clients work toward their financial goals, and understands the complexities involved with the financial planning process.
Keith is also responsible for researching investments, conducting client portfolio reviews and developing asset allocation strategies. Keith is the group's long-term care insurance professional and is knowledgeable about the many ways to solve for this potential cost.
Keith is active in the South Florida Community presently serving as the Board Chair for the Dave and Mary Alper JCC; he sits on the board of the Greater Miami Jewish Federation, and on the board of Federation South Dade Branch. He is also a member of the Prime Time Business Network. Keith resides in The Falls with his wife and three daughters.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.