Keith Sweigert is an investment executive with Raymond James. While focusing his business on client’s individual financial objectives, he believes the most successful wealth management strategies look at the big picture. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Keith will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you. The Waterstreet Financial team endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. The team’s investment process considers your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Keith employs the vast resources of Raymond James, one of the largest independent financial service firms in the nation, to help bring the right expertise and tailored financial strategies to the families, businesses and nonprofit organizations that he works with. He works diligently to assist his clients with exceptional customer service and the intention of being their trusted wealth advisor for life.

Keith joined Raymond James in 2019 after 10 years with Merrill Lynch and one year with State Farm Insurance. He received his undergraduate degree from Bowling Green State University in 2008. Keith received his CPFA (Certified Plan Fiduciary Advisor) designation from The National Association of Plan Advisors in October 2018. Keith is active in our community through a board position with Erie County Cancer Services; and The Huron Rotary Club. He is a lifelong resident of Huron, Ohio, where he currently resides with his wife, Lauren, and two children, Cecelia (6) and Gray (4). When not in the office, Keith loves doing anything outdoors with his family and close friends. His true passions are his children, travel and the game of golf.