How Keith can help youKeith and his team strive to cater service and solutions to each client’s needs and perspectives. He focuses on a holistic approach that takes into consideration a client’s net worth, cash flow, tax situation, family dynamics and estate planning needs and then offers a comprehensive investment solution. When clients share their financial confidence following a discussion about unsettling geopolitical events or share their joy of enjoying family experiences in a new vacation home, he is energized by the impact of his trusted and seasoned guidance.What makes him knowledgeableIn 1997, after his career as a CPA, international auditor and financial controller, Keith joined Smith Barney to harness his financial services experience and passion to serve individuals, executives and multigenerational families. In 2007, with a commitment to his clients, he deepened his knowledge of financial planning and portfolio management by earning the CFP® certification. He takes pride in being a client advocate who specializes in investment management for wealth accumulation, income strategies, risk mitigation techniques, charitable giving and transition strategies through both planned and unplanned life events. The Rhode Island native earned his bachelor’s degree in accountancy from Bentley University.Getting to know KeithKeith and his wife, Kay, have lived in North Carolina for over 25 years and are proud to support the community in the areas of healthcare and children’s education. Keith served on the board of Duke School, the Dispute Settlement Center and the Volunteer Center. In his free time, he is a fitness enthusiast who enjoys mountain biking and skiing. He also enjoys traveling, genealogy research and historical nonfiction.This information is intended for use by residents of AL, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social