Keith Glaser Email and Phone Number
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Keith Glaser personal email
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I help grow the wealth and protect the legacies of my clients by providing comprehensive planning, personalized service and unbiased investment solutions.I provide a high level of service and attention to each of my clients, acting as their family CFO, a title that best describes the comprehensive financial planning and investment management role I serve in their lives. By limiting the number of clients in my practice to clients with assets from $1 to $10 million, I am able to provide a virtual family office experience and work collaboratively with outside professionals, such as CPAs and estate planning attorneys. My clients are active successful professionals, families and business owners who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with protecting their assets and their family legacy.Specialties: Financial PlanningWealth ManagementRetirement Planning401k'sAsset Allocation StrategiesInvestment HedgingBasic & Advanced Options Strategies Private Placements and AlternativesLife Insurance / Health Insurance & Annuities Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). KASE Wealth Advisors LLC and JWC/ JWCA are unaffiliated entities.
Kase Wealth Advisors, Llc
View- Website:
- kasewealth.com
- Employees:
- 3
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Founder, Managing DirectorKase Wealth Advisors, Llc Oct 2014 - PresentTampa, FloridaKASE Wealth Advisors is a fully independent Wealth management advisory firm, focused on providing investment and financial planning advice. Our non-biased approach to investing is the foundation of our process to provide suitable solutions to our clients’ unique financial and retirement needs.We take great care in understanding that every person’s financial situation is different. Our philosophy for wealth planning and investment advice is catered to meet each client’s specific needs - there is no one size fits all at KASE.
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Partner, Wealth ManagementPlatinum Wealth Partners Feb 2009 - Oct 2014I help both individuals and business owners to build their financial independence. At Platinum Wealth Partners we offer a wide range of programs and services – from portfolio management to retirement planning and estate planning. Passionate about investing and its possibilities, I provide both the experience and knowledge essential to navigate today’s financial markets. -
Financial AdvisorMorgan Stanley Oct 2004 - Nov 2008•Recruited to build revenues based on track record of rapidly increasing sales.•Managed $35 million fee-based financial planning practice including 80 client accounts and related investment portfolios with average value of $500,000 up to $50 Million maximum worth. •Developed and implemented proactive client contact system to better manage book of clientele and provide more responsive service. •Worked with small and medium size business owners in financing growth of their companies via commercial lending, lines of credit, and leveraged loans.•Consistently met and exceeded sales goals and prior year production quotas.•Managed sales support staff and directed marketing strategies and seminar fundraising. •Developed and delivered seminars to close prospective clients. -
Financial AdvisorMerrill Lynch Jul 2000 - Oct 2004•Singlehandedly acquired, developed, and serviced $20 million fee- based financial planning practice. •Handled prospecting and client relationship building with high net worth individuals. •Identified client needs / goals through consultative sales and profiling to provide risk-appropriate asset allocation, leading to better returns with lower risk; researched equities for client portfolios.•Devised and presented seminars to solicit prospective clients. •Met or exceeded all sales quotas and production goals through consultative outside selling. •Created and implemented financial plans specific to client investment goals to increase client retention and investment performance.•Managed $8 million in debt liabilities for clientele.•Worked with ESOPs, DWAC system, and Insider stock options exercise (Rule 144); aided executives of multiple (large / small) corporations to register and exercise stock options.•Conducted in-house and public speaking engagements, as well as training sessions in offices throughout Florida, to roll out Merrill Lynch Financial Advisory Center.•Wrote client migration manual adopted statewide across almost all Merrill Lynch offices.
Keith Glaser Skills
Keith Glaser Education Details
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Finance & Economics -
Deans List -
Riverview High School
Frequently Asked Questions about Keith Glaser
What company does Keith Glaser work for?
Keith Glaser works for Kase Wealth Advisors, Llc
What is Keith Glaser's role at the current company?
Keith Glaser's current role is Founder, Managing Director at KASE Wealth Advisors.
What is Keith Glaser's email address?
Keith Glaser's email address is kg****@****mwp.com
What is Keith Glaser's direct phone number?
Keith Glaser's direct phone number is +130564*****
What schools did Keith Glaser attend?
Keith Glaser attended University Of Florida - Warrington College Of Business, University Of Florida, Riverview High School.
What are some of Keith Glaser's interests?
Keith Glaser has interest in Fitness, Beach Volleyball, Bowling, Golf.
What skills is Keith Glaser known for?
Keith Glaser has skills like Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Financial Advisory, Insurance, Finance, Financial Risk, Estate Planning, Retirement.
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