CONGRATULATIONS TO KEITH GINSBURG ON BEING NAMED TO THE 2024 ADVISORHUB: 100 SOLO PRACTICE ADVISORS TO WATCH
CONGRATULATIONS TO KEITH GINSBURG ON ACHIEVING MEMBERSHIP IN THE RAYMOND JAMES & ASSOCIATES 2024 PRESIDENT’S CLUB.
In the pursuit of one’s financial goals, investing is a set of tools, and underneath the alpha seeking, beta mitigating, stocks and bonds, Keith knows it is important to keep in sight what this is meant to create in his clients lives. That is, financial planning and investing aren’t rooted in “more,” but in goals, life, family, legacy and fulfillment.
This understanding is why Keith spends so much of his time getting to know his clients and the contours of their lives, “peeling the onion” of their needs, wants and special considerations to create financial strategies tailored to their needs.
And then through their journeys, Keith works to educate, inspire and guide his clients with signature energy, diligence and care – because he cares.
In the course of his career, Keith has dedicated himself to continuing education and training. In addition to his degree from Florida State University, Keith is a Certified Financial Planner™ professional, earning the designation by completing the programs rigorous standards of education, training and integrity. He has continuously maintained his CFP® certification by meeting its continuing education and ethical requirements since first earning it in 2006.
Keith serves a select number of clients at all stages of their lives and careers, including retirees, pre-retirees, professionals and entrepreneurs planning for leadership transitions and the long-term legacies of their businesses.
Keith is an active member of the Miami-Dade community where he previously served on the board of the Alper Jewish Community Center for over a decade; he is also the immediate past board chair. He presently serves as a board member of the Greater Miami Jewish Federation of South Dade, and as a member of the United Way Tocqueville Society. In June 2022, Keith was awarded The Stanley C. Myers President’s Leadership Award, which recognizes the exceptional contributions and commitments to the Jewish community.*
In his leisure time, Keith is a passionate tennis player, golfer and cyclist. He also enjoys live music.
Keith is originally from New York, and now resides with his wife and three daughters in Coral Gables.
*This award is not based in any way on the individual's abilities in regards to providing investment advice or management. It is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of his individual clients' experience. Raymond James is not affiliated with The Stanley C. Myers President's Leadership Award.
Keith Ginsburg was named to the 2024 edition of the AdvisorHub’s list of 100 Solo Advisors to Watch.
The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Raymond James & Associates Presidents Club Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.