Keith Brothers

Keith Brothers

Managing Director | Private Wealth Advisor

After graduating with a BS in Finance Mr. Brothers has focused his talents in working with high net worth individuals, families, mid to small size institutions and their advisors. He is a highly sophisticated investment professional with a breadth of experience regarding investment policy and asset allocation development, monitoring; trust and estate planning strategies; concentrated stock hedging and diversification strategies; philanthropic planning; and insurance planning. Mr. Brothers is a dynamic leader as well as a team player. His main focus with clients is on becoming a central point of contact for all financial matters. His goal, both personally and professionally is to ensure that he helps his clients protect and provide for their family. Keith is married with one son and enjoys biking, boating, and golfing. He is an avid football fan and sports enthusiast.