As CEO, Keith leads the team at Clarity Wealth. His leadership helps the practice adapt to the new paradigms happening in wealth management by investing in sophisticated technology, adding multigenerational wealth advisors, and expanding office locations. His mission is to provide an exceptional client experience.
For more than 28 years, Keith has specialized in coordinating the financial affairs of a select group of high-net-worth families. Keith is the creator of our proprietary planning process, Family Wealth Advantage™. As a wealth advisor, he helps families maximize their potential for financial success by providing clarity, confidence, and structure around all aspects of their financial life.
After earning a Bachelor of Arts degree in business administration with minor degrees in economics and psychology from Flagler College, Keith began his career in the financial services industry in 1995 as an advisor at Prudential Securities, a predecessor firm of Wells Fargo Advisors. To continue his professional development, he earned his Certified Investment Management Analyst® (CIMA®) designation from the University of Pennsylvania's Wharton School of Business in conjunction with the Investment Management Consultants Association (IMCA). Keith is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and a PIM Portfolio Manager.
Keith was recognized by Barron's as one of Barron's Top 1,000 Financial Advisors1 in 2013 and has been included in the 2014-2021 Barron's Top 1,200 State-By-State Advisors2. He was also named one of the Forbes Best-In-State Wealth Advisors 2018-20243. Keith has received the Wells Fargo Advisors Financial Network Platinum Council distinction each year from 2006-20224.
Keith's leadership extends beyond the office. He is active in the community and has served on a number of local boards. Keith and his wife, Shannan, have lived in Naples, Florida since 1985 and have three children.
1. 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source: Barrons.com). Fee paid for use of logo. The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). Fee paid for use of logo. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). Fee paid for use of logo. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). Fee paid for use of logo. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). Fee paid for use of logo. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). Fee paid for use of logo. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). Fee paid for use of logo. 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). Fee paid for use of logo.
3. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of logo. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of logo. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of logo. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). Fee paid for use of logo. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). Fee paid for use of logo. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). Fee paid for use of logo.
4. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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