Meet Keith
Keith is a Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors after serving as Director and Financial Advisor Team Manager at UBS. Prior, he held positions in wealth management at companies including Personal Capital, Bank of America Merrill Lynch, and TD Ameritrade. He began his career in 2007 at Merrill Lynch.
With a strong sense of purpose for helping others, Keith guides his clients on their journey to Economic Freedom™, so they can focus on what matters most. He earned a B.A. degree in liberal studies from Thomas Edison State University. Keith is also an Accredited Asset Management Specialist™, an Accredited Investment Fiduciary®, an Accredited Wealth Management Advisor™, a Certified Plan Fiduciary Advisor, a Chartered Retirement Planning Counselor℠, and a Sports & Entertainment Accredited Wealth Management Advisor™.
Keith’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Keith has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Designing financial plans for artists and entertainers navigating complexity and career shifts
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
His working style
Keith is known for his thoughtful questions and attentive listening, taking the time to understand what matters most to his clients. He finds deep satisfaction in helping clients reach the goals they set together. For Keith, the most rewarding part of his work is celebrating life’s milestones alongside his clients, from retirement to the graduation of a child or grandchild and many moments in between.
Keith in real life
What keeps you busy outside of work?
I live with my family in Milton, Georgia. I regularly attend my son’s and daughter’s soccer games throughout the state. My wife and I enjoy going to local events in Alpharetta, Cumming, and Milton.
Favorite thing about where you live?
I am a lifelong Braves fan and love taking my family to The Battery. Together, we also enjoy exploring the parks and resorts at Disney World, with a trip planned each year.
How do you give back?
Mentorship and financial literacy have always been important to me. I believe that providing financial education at a young age is incredibly beneficial to position our future generations for success. To that end, I have volunteered with Junior Achievement.
Keith’s snapshots
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