Kevin Keith

Kevin Keith Email and Phone Number

Managing Director at EnVision Financial Group @ Envision Financial Group
Kevin Keith's Location
Lebanon, Pennsylvania, United States, United States
Kevin Keith's Contact Details
About Kevin Keith

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.

Kevin Keith's Current Company Details
Envision Financial Group

Envision Financial Group

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Managing Director at EnVision Financial Group
Kevin Keith Work Experience Details
  • Envision Financial Group
    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.

Kevin Keith Skills

Wealth Management Retirement Plannning Family Legacy Planning

Kevin Keith Education Details

Frequently Asked Questions about Kevin Keith

What company does Kevin Keith work for?

Kevin Keith works for Envision Financial Group

What is Kevin Keith's role at the current company?

Kevin Keith's current role is Managing Director at EnVision Financial Group.

What is Kevin Keith's email address?

Kevin Keith's email address is kevin_keith@ml.com

What is Kevin Keith's direct phone number?

Kevin Keith's direct phone number is +171792*****

What schools did Kevin Keith attend?

Kevin Keith attended Penn State University.

What skills is Kevin Keith known for?

Kevin Keith has skills like Wealth Management, Retirement Plannning, Family Legacy Planning.

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