At Milestone Financial Services our mission is to provide educated, forward thinking financial advice, and high touch personal service to clients who are approaching or are in retirement. We provide customized financial strategies using the latest products, innovations, research, technology and the backbone and resources of the largest independent broker/dealer in the nation*, LPL Financial and our Registered Investment Advisor (RIA) IHT Wealth Management.
Keith grew up in Merritt Island, FL. Keith’s father was an electrical engineer at Kennedy Space Center, working on both the Apollo and shuttle programs. Keith attended the University of Central Florida, graduating in 3 years, at the end of 1985. Keith graduated with a B.S. in Business Administration with a major in Finance, and a concentration in Financial Services. During his senior year, Keith interned, at then, Dean Witter Reynolds (now Morgan Stanley) and realized he wanted to be a part of the financial services industry. After college, in the spring of 1986, Keith joined First Investors Corp. First Investors is a Wall Street based mutual fund and insurance company that goes back to 1930. Keith worked at the Winter Park branch of FIC until the fall of 1996; Keith became an independent financial advisor with the advent of Milestone Financial Services in 1996. Keith and his two partners joined Raymond James in 2000, where Keith assumed the role of branch manager, along with continuing to develop his own book of business. After more than 10 years with Raymond James, Keith moved his practice over to LPL Financial in the summer of 2011.
Keith hold Series 24 and 9/10 Principal Licenses along with Series 6, 7, 63 through LPL Financial and 218 (Life, Health and Variable Annuity) Licenses.
Keith is married with two children. He has five grandchildren. Keith and his wife Brenda enjoy traveling and of course, the grandbabies. Keith is an avid fisherman and enjoys boating and the beach. Keith is a Golden Knights Club UCF supporter and follows the Knights sports programs year round.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.