Andrew Harrison Keck, CFP®, CEPA®
My Mission Statement
My Story and Services
NMLS#: 1794279
BY YOUR SIDE FOR ALL OF LIFE'S MILESTONES
Our practice is built on the devlopment of deep and enduring relationships and the delivery of comprehensive wealth management services.
We work with a broad range of clients to help provide value through advice carefully cultivated for them in seeking the acheivement of some of the following goals:
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protect their families
- Tax Management Strategies
- Address long-term health care needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
- Help business owners develop a plan for transitoning out of their business, maximizing its value, and seek long-term financial independence after the sale.
The strategies we recommend are tailored to each clients specific needs and carefully coordinated to help provide the knowledge, tools, and resources needed to succeed in today's fast-paced world.
We are here to help you make informed decisions on virtually any financial issue you face.
Disclosures:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
- Families spanning multiple generations
- Retirees and individuals planning for retirement
- Small business owners and entrepreneurs
- Nonprofit organizations
- New parents and young families
- Referrals from existing clients
Business Owners
Certified Exit Planning Advisor
Seeking financial independence is not just about making the right investments; it's about a comprehensive approach to both personal and financial planning. A Certified Exit Planning Advisor (CEPA) can help bring focused experience to the table, to help you, as a business owner, create a personalized strategy that focuses on your unique life goals and financial aspirations.
Whether it is planning for retirement, saving for future needs, or striving to optimize your business's values, we seek to help ensure that every decision aligns with your long-term objectives. This goes beyond just wealth management, as we will provide you with a roadmap that integrates your personal life with your financial goals. We focus on helping you seek to build, preserve, and transfer your wealth effectively.
Location
Portfolio Insights
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
