VICE PRESIDENT AND PORTFOLIO MANAGEMENT ASSOCIATE
Keith is a Portfolio Management Associate with over 11 years of experience in the financial services industry. He supports the Portfolio Management team in a variety of ways, with a focus on ensuring a superior client experience. Prior to joining Seacoast Wealth Management, Keith was a Financial Advisor with both Wachovia Bank and PNC. Keith holds the FINRA Series 6, 7, 63, and 65 licenses as well as the State of Florida Life, Health, and Annuity license. He received his Bachelors of Science in Business Management from Binghamton University in 2001, and is currently studying for the Chartered Financial Analyst designation*.
*Chartered Retirement Planning Counselor SM and CRPC ® are registered service marks of the College for Financial Planning®.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit