Keith I. Levitt, Cfp® Email & Phone Number

I began my career in the financial world back in November of 1998 when I was hired at Legg Mason in Baltimore. In 2000 I moved to the Towson Branch of Legg Mason until we were sold to Citigroup Smith Barney in December of 2005.One of the best decisions I have made in my life and career was to leave Smith Barney in 2009 with 15 of my colleagues in order to open the first Maryland branch of Robert W. Baird & Co., Inc.Baird is a well respected, conservative firm based in Milwaukee, WI whose roots date back over 100 years. We are consistently listed on the Fortune 100 Best Places To Work list. We are 15 years at Baird!My practice continues to thrive because of Baird and quality referrals my clients introduce me to. I pride myself in providing sound investment advice and planning while maintaining close relationships with my clients. Our philosophy continues to be to provide high end client service and an open line of communication and understanding of our clients goals and objectives. Clients will understand their expectations from a relationship with Baird.Please feel free to reach out to me at 410-769-5200 with any questions or concerns you may have regarding your financial picture and/or current investment strategy.

Listed skills include Retirement Planning, Investments, Finance, Wealth Management, and 10 others.