Mike Converse Email & Phone Number

As a Wealth Manager I have the privilege of cultivating strong relationships with my clients to help them get where they want to be personally and professionally. I work with a broad spectrum of clients: from business owners who want to provide the best possible plans for their employees, to individuals who are solely thinking about retirement planning. It is very rewarding to know that my knowledge and assistance can help clients achieve their goals.I specialize in the design and implementation of 401(k)/retirement plans, employee retention plans, insurance and various other employee benefits. Because business planning and personal planning go hand-in-hand, I also work with executives to develop and implement their long-term financial plans. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Keating & Associates and Keating Financial Advisory Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Listed skills include Insurance, Finance, Investments, Financial Advisory, and 14 others.