Meet Keith
Keith is a Managing Partner based in Ponte Vedra Beach, Florida. Prior to joining Mercer Advisors, he served as a Managing Director at E*TRADE from Morgan Stanley for more than seven years. He was Vice President and Sr. Complex Branch Manager at Charles Schwab before departing the firm after serving 22 years. Keith also served in roles at Citicorp, TD, and Shearson Lehman. He earned a B.S. degree in finance from St. John’s University in New York.
His working style
Keith is known for being authentic, experienced, and thoughtful. He is an effective long-term relationship builder.
Keith in real life
What keeps you busy outside of work?
I’m an avid St. John’s University sports fan. I also enjoy golf, boating, and following college lacrosse.
Favorite thing about where you live?
Ponte Vedra Beach is great for the outdoor living, weather, and recreational opportunities.
How do you give back?
Through career mentorship, working with St. John’s University students and other colleges.
Meet Keith’s Teammates
Ian Aguilar
Principal
What Keith Says
Ian is good at understanding the big picture and the breadth of client needs.
Ryan Frankel
Principal
What Keith Says
I appreciate Ryan’s commitment to creating family legacy.
Scott Snider
Principal
What Keith Says
Scott has the ability to turn complex concepts into simple terms
Nadia Keric
Partner
What Keith Says
Nadia has a gift for helping clients turn future dreams into reality
Jenn King
Wealth Advisor
What Keith Says
Jenn amazes me with her dedication to exceeding client expectations.
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