PORTFOLIO MANAGEMENT ASSOCIATE AND VICE PRESIDENT
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.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit