Watch a video of Keith introducing Family Wealth Advantage TM
For over 23 years, Keith has specialized in coordinating the financial affairs of a select group of high-net-worth families. Employing a proprietary planning process, Family Wealth Advantage™, his mission is to help families maximize their potential for financial success by providing clarity around all aspects of your financial matters; a structure to keep your plan up-to-date and in sync with your life; and confidence that you've identified your financial priorities and goals and have the strategies in place designed to meet them. As part of the process, Keith works with each family to design an investment strategy that fits within their comprehensive wealth plan.
After earning a Bachelor of Arts degree in business administration with minor degrees in economics and psychology from Flagler College, Keith began his career in the financial services industry in 1995 as an advisor at Prudential Securities, a predecessor firm of Wells Fargo Advisors. To continue his professional development he earned his Certified Investment Management Analyst® (CIMA®) designation from the University of Pennsylvania's Wharton School of Business in conjunction with the Investment Management Consultants Association (IMCA). Keith is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional.
Keith was recognized by Barron's as one of Barron's Top 1,000 Advisors in 2013 and has been included in the 2014-2019 Barron's Top 1,200 Advisors. Keith was also named to the Forbes Best-In-State Wealth Advisors 2018-2020 and was named to the Financial Times Top 400 Advisors in 2014.
Keith is active in the community and has served on a number of local boards, currently serving on the board of trustees for his children's school. Keith and his wife, Shannan, have lived in Naples, Florida since 1985 and have three children, Michael, Melissa and Katelyn.