Keegan spends his days working closely with our team to help ensure all of our clients’ needs are taken care of. His goal is to help our clients feel like part of the family. Nurturing a sense of family is particularly easy in Keegan’s office, where his dad, Robert, and his mom, Kirsten, also work.
“We are all deeply invested in helping our clients achieve their goals,” says Keegan. “They get to know each of us on a personal level and understand how committed we are to serving them. At the end of the day, we want our clients to have happy, fulfilled lives, and we consider it our privilege and responsibility to help them achieve that.”
As a financial advisor with RJFS and the associate vice president of Bell Wealth Advisors, Keegan’s days consist of working closely with our client associate and senior financial advisor. When he’s not creating customized financial plans for our clients, researching funds and staying up to date on market conditions, Keegan devotes his time to meeting with clients and getting to know prospects. Sincere and compassionate, he distills complex financial jargon into honest and applicable advice while being empathetic to the needs and concerns of each individual client.
Keegan was first inspired to join the investment services field by his father. “I have always been passionate about helping others. And seeing my dad work closely with clients through the years and help them pursue financial independence and happy retirements – that made me want to follow in his footsteps and do the same for others.”
After graduating from the University of Alaska Fairbanks with a Bachelor of Business Administration in economics, Keegan held roles at Wells Fargo Advisors and Fidelity Investments. A part of the Raymond James family since 2019, Keegan is proud to work with a client-centric firm that gives him the necessary tools and support to create holistic retirement plans and investment portfolios that meet our clients’ needs. He’s also in the process of earning his Certified Financial Planner™ certification, demonstrating his professionalism and commitment to his career.
Keegan and his wife, Carly, live in Fairbanks, Alaska, with their two adopted dogs. Born in Anchorage, Alaska, Keegan spent the majority of his childhood in Salt Lake City, Utah, but is elated to once again reside in his home state. Away from the office, Keegan enjoys deep-sea fishing and traveling to new places with Carly.
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.
