Keith Wagner is an Accredited Asset Management Specialist™ and Financial Advisor with Raymond James in the Doylestown, Pennsylvania office.
Keith’s priority is putting his clients’ interests first when helping them with their important financial planning needs.
Keith graduated from Ursinus College, Magna Cum Laude, with a Bachelor of Media and Communication Studies. Prior to joining the team at Wagner Wealth Management of Raymond James, Keith was a Finance, Business Management, Government, and Information Technology Recruiter at Insight Global in King of Prussia, Pennsylvania. At Insight Global, Keith worked to place high‐level candidates such as IT Engineers, IT Architects, and Business Executives & Managers in positions with large, multi‐national Companies across the United States and Canada.
Upon joining Wagner Wealth Management of Raymond James, Keith started his career as a Client Service Associate. He assisted new and existing clients in their critical logistical efforts. After passing multiple rigorous federal and state financial licensing examinations, Keith was promoted to Registered Client Relationship Associate. Not long after serving in that position, Keith earned his current role as a Financial Advisor.
Keith was born in Allentown, Pennsylvania, and was raised in Hilltown, Pennsylvania. He attended LaSalle College High School, where he was on the football and indoor/outdoor track teams. While in high school, he also enjoyed participating in, and leading, many service opportunities in the greater Philadelphia area and across the country. Keith currently serves on the LaSalle College High School Alumni Association Board. Keith resides in the peaceful suburb of Doylestown, Pennsylvania.
Keith enjoys spending time with family and friends, hiking, surfing, golfing, lifting weights, fishing, reading and watching sports.
Serving as a Financial Advisor, Keith continues to assist new and existing Raymond James clients in achieving their financial goals.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.