Keith Embree

Keith Embree is a CERTIFIED FINANCIAL PLANNER® practitioner. His passion is partnering with families to navigate the often complex financial planning world and help them achieve their goals and reach financial freedom.

He joined Mercer Advisors in 2025 through the acquisition of Family Wealth Planning Group. Prior, Keith served 10 years at the Raymond James headquarters in St. Petersburg, Florida where he helped grow their wealth management businesses in a variety of roles.

Keith graduated from Florida State University where he was a Division I athlete on the Men’s Tennis Team. In 2021, he decided to cross enemy lines and obtained an Executive MBA from the University of Florida.

Originally from Marco Island, Florida, Keith and his wife now live in beautiful Naples, Florida. He enjoys remaining competitive on the tennis court, golfing, fishing, and is currently succumbing to the pickleball craze.