Andrew Harrison Keck, CFP®, CEPA®
Financial Advisor,
Portfolio Manager,
Financial Planning Specialist
Direct:
(302) 644-6623(302) 644-6623
My Mission Statement
My goal is to help provide confidence to business owners, working professionals, and retirees transitioning through life's stages by providing comprehensive financial planning and wealth management strategies.
My Story and Services
Andrew is a dedicated Financial Advisor at Morgan Stanley, where he has built his practice on the principle of creating, updating, and maintaining comprehensive financial plans for his clients. Through regular and in-depth discussions, he aims to address his clients' aspirations and concerns, guiding them through the financial planning process to help seek a confident financial future. By utilizing the comprehensive financial planning tools available at Morgan Stanley, Andrew strives to deliver insightful and effective advice tailored to his clients' needs.
Andrew holds a Bachelor of Science degree in Finance and a Bachelor of Science degree in Financial Planning from the University of Delaware. He began his career at Morgan Stanley in July 2018, joining the Wealth Advisor Associate program in Wilmington, Delaware. During this time, he gained valuable experience by developing financial plans for advisors in the Delaware branches. After completing the WAA program, Andrew advanced to the role of Financial Advisor in December 2020. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation that requires rigorous education, extensive study, successful completion of an examination, and ongoing certification through continuing education, as governed by the CFP® Board. Additionally, Andrew is a Certified Exit Planning Advisor (CEPA®), a credential obtained through the Exit Planning Institute, which also requires continuous education to maintain.
Outside of his professional commitments, Andrew is an active member of his church and enjoys spending quality time with family and friends. He is passionate about powerlifting, brewing espresso, and pencil drawing. Andrew resides near Rehoboth Beach, Delaware, where he has spent the majority of his life.
Andrew holds a Bachelor of Science degree in Finance and a Bachelor of Science degree in Financial Planning from the University of Delaware. He began his career at Morgan Stanley in July 2018, joining the Wealth Advisor Associate program in Wilmington, Delaware. During this time, he gained valuable experience by developing financial plans for advisors in the Delaware branches. After completing the WAA program, Andrew advanced to the role of Financial Advisor in December 2020. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation that requires rigorous education, extensive study, successful completion of an examination, and ongoing certification through continuing education, as governed by the CFP® Board. Additionally, Andrew is a Certified Exit Planning Advisor (CEPA®), a credential obtained through the Exit Planning Institute, which also requires continuous education to maintain.
Outside of his professional commitments, Andrew is an active member of his church and enjoys spending quality time with family and friends. He is passionate about powerlifting, brewing espresso, and pencil drawing. Andrew resides near Rehoboth Beach, Delaware, where he has spent the majority of his life.
Securities Agent: DC, IL, NY, TN, WV, WA, VA, TX, SC, PA, OH, NJ, NH, NC, MD, MA, LA, KY, GA, FL, DE, CT, CO, CA, AZ, AL, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1794279
NMLS#: 1794279
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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.
Our Clients Include:
- 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
You've invested your time, your energy, and your future in what you've built. Let's make it grow with purpose and support yours and your families futures. We work with business owners to help turn their vision into a strategy that can help protect what they've built, and supports both their business and personal goals at every stage.
Business & Personal Financial Integration:
Your business and personal wealth are intertwined. We build financial strategies that connect the two, covering cash flow, tax efficiency, and more. We want to help you build a business that works for you, so that you can achieve your financial independence.
Growth Planning:
Positioning your business for stronger margins, reduced risk, and greater value, whether you plan to sell or not.
Risk Management:
Protecting what you've built with insurance strategies, contingency planning, and business continuity tools.
Exit Planning:
Whether that's years away or right around the corner, we prepare you for a transaction that reflects the full value of your work.
The Transaction of a LifetimeCertified 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.
CEPA®
The CEPA® designation demonstrates that an advisor has a structured, comprehensive approach and deep experience in exit planning. It can help enhance confidence and credibility with business owner clients by signaling a strong commitment to ongoing professional development. CEPA® advisors guide business owners through the exit planning process using a holistic methodology that integrates business value growth with personal and financial goals.
Financial Planning Deep Dive
The pursuit of financial confidence begins with a plan. As your financial advisor, I provide comprehensive planning strategies designed to help you pursue a brighter and more confident future. I hold a CERTIFIED FINANCIAL PLANNER®, a professional certification that is recognized as the standard in personal financial. CFP® professionals meet rigorous education, training and ethical standards, and commit to serving their clients’ best interests.
Plans are unique. No two people are the same. I create plans that are uniquely your own. I'll help you define what you want out of life, and then create a financial framework that aims to help bring these goals to reality. Our financial plans offer comprehensive personalization that aims to align your investment strategy to your goals and your willingness to take on risk. I'll also help you manage your liabilities so that you can feel confident in your complete financial picture.
I'm just as committed to your success as you are. The result of our process is a financial plan that evolves with you- crafted to reflect the depth of your accomplishments and adapt to any potential changes in the future.
Plans are unique. No two people are the same. I create plans that are uniquely your own. I'll help you define what you want out of life, and then create a financial framework that aims to help bring these goals to reality. Our financial plans offer comprehensive personalization that aims to align your investment strategy to your goals and your willingness to take on risk. I'll also help you manage your liabilities so that you can feel confident in your complete financial picture.
I'm just as committed to your success as you are. The result of our process is a financial plan that evolves with you- crafted to reflect the depth of your accomplishments and adapt to any potential changes in the future.
Setting Goals - Retirement Planning For All Ages
Retirement planning starts with clear, meaningful goals – at every stage of life. Whether you're just starting your career, building your wealth, or preparing to retire, I can help you identify and prioritize your financial objectives. From long-term retirement income strategies to short-term saving goals, my personalized approach is designed to help keep you on track towards achieving what matters most to you.
Learn More
Tax Efficiency Strategies
The tax decisions you make today can help you save for years to come. We offer tax-smart techniques and strategies to help you understand the potential impact of taxes for your financial plan, year round.
Learn more
Insurance Planning
We take a close look at your financial profile to decipher what type(s) of insurance may fit your needs, and review if your insurance policies are appropriate for you and your goals.
Disclosures:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Learn moreDisclosures:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Location
55 Cascade Lane
Rehoboth Beach, DE 19971
US
Direct:
(302) 644-6623(302) 644-6623
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Andrew Harrison Keck today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
