Kevin Keith Email & Phone Number

Kevin Keith is the Managing Director of EnVision Financial Group. With more than 30 years of experience in the financial services industry, Kevin helps clients pursue their financial objectives with personalized wealth management and investment strategies designed to help them realize the future they envision. Kevin specializes in personal portfolio and investment management, financial planning with an emphasis on retirement income, as well as wealth preservation and transfer solutions. Trust, understanding and clear communication are core elements of his approach.Prior to EnVision Financial Group, Kevin spent 22 years as a Senior Vice President, Wealth Management Advisor and Portfolio Manager at Bank of America/Merrill Lynch. While at the firm, he focused on traditional financial advice, as well as building and managing his own personalized or defined strategies to help clients pursue their goals. He also served in the dual capacity of Senior Resident Director of the Lebanon and Lancaster, PA offices for more than 15 years.During his career, Kevin has perennially been named to his former organization’s President, Chairman, Charles E. Merrill, and Circle of Excellence clubs, which recognize high levels of achievement associated with client service, commitment and performance. His leadership and insight was also sought in 2003 – 2005 and again in 2016 – 2017 when he served on his firm’s Advisor Council to Management (ACTM). Their team has also been recognized by various industry groups for excellence in servicing clients including, PlanAdvisor (2010) and Wealth and Money Management (2015-2017).Kevin earned his Bachelor of Science degree in Mineral Economics from The Pennsylvania State University. He currently holds the Chartered Retirement Planning Counselor® (CRPC®) and the Chartered Retirement Plans Specialist® (CRPS®) designations. In addition to upholding the fiduciary standard of care, he also holds the Series 7, 8, 31, 63 and 65 licenses.Hightower Advisors, LLC is an SEC registered investment advisor. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.

Listed skills include Wealth Management, Retirement Plannning, and Family Legacy Planning.

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  Managing Director, Wealth Management Advisor

  Envision Financial Group

  Oct 2017 - Present - Lebanon, Pa

  EnVision Financial Group is a private wealth management practice providing comprehensive financial consultation and robust investment management services to a select clientele of sophisticated investors. We serve you as trusted advisors, devoting considerable time and resources to create customized strategies that help you simultaneously pursue your life passions while realizing your long-term goals and dreams. Our team of experienced professionals translates your financial objectives and preferences into wealth management solutions that help preserve your legacy and position you for success.

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  Penn State University

  Bachelor'S Degree