As a financial advisor, Keith works with families, businesses and individuals to grow and protect wealth, and ensure the financial future of each client’s legacy.
Keith comes to Skoda Minotti with a polished background from experiences at Merrill Lynch and PNC Investments where he partnered with clients to individually tailor financial plans to their investment, retirement and insurance needs. Keith provides a personalized client experience in every interaction as his experience in college planning, retirement income solutions and family estate strategies have significant impact in the everyday lives of our clients.
Keith graduated from Allegheny College in 2005 where he also was a member of the school’s NCAA basketball program and served as a student government representative. He is licensed as a registered representative with ProEquities, Inc. and holds Series 7, 66 and Life & Health Insurance licenses in the state of Ohio.
Outside of the office, Keith is the head basketball coach at Berkshire High School in Burton, Ohio where he was recently named 2014-15 Valley Division Coach of the Year in the Chagrin Valley Conference.
He can be contacted at 440-449-6800, email@example.com or using the form below.
Keith may only discuss and/or transact securities business with the residents of AZ, FL, ID, MA, OH, OR, TX, WA, WI.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Skoda Minotti Financial Services is Independent of ProEquities, Inc.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.