About Me

Keith is a Senior Vice President within the Wealth Management business of Morgan Stanley. Keith joined Morgan Stanley in 2015. He works with high net worth families to manage all aspects of their wealth. He collaborates with his clients in a proactive manner to create and manage a comprehensive wealth management plan.

Prior to joining Morgan Stanley, Keith spent 7 years in the Private Bank at Credit Suisse. Keith has worked directly with high net worth families for the last 14 years and is a Certified Financial Planner®. He works directly with his clients to help preserve and grow their assets, manage cash flow and ensure estate plans create the desired impact for his clients’ families. Before joining Credit Suisse, Keith spent 11 years at SEI Investments, where he was an executive in their Private Client Group.

Keith graduated first in his class from Lycoming College (Summa Cum Laude), where he was a three time captain of the football team, an All-American quarterback and was a Rhodes Scholar nominee.

When not spending time with his family, Keith dedicates his time and talents to causes concerned with youth sports and animal welfare. Keith lives in Collegeville with his wife Jennifer and their two sons.
Services Include
  • Business Succession Planning1
  • Financial Planning2
  • Wealth Management3
  • Professional Portfolio Management4
  • Estate Planning Strategies5
Securities Agent: TX, PA, WV, WI, WA, VT, VA, SC, NY, NJ, NH, NC, MN, MI, MD, MA, LA, KS, IA, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1456528
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Digital Brochure

To view my brochure click here: Digital Brochure
Assessing the Present
Helping our clients assess their present situation as thoroughly and accurately as possible is imperative to helping them plan for the future.

Wealth Strategy Development
We work alongside our clients to understand their needs and goals and help develop wealth strategies that can help satisfy them – now and into the future.

Careful Planning
Careful planning is paramount to achieving wealth management objectives. Whatever the goals – from sending children to college and retiring comfortably to passing a hard-earned estate to loved ones – we will strive to thoroughly assess the situation and help determine which strategies are right for each client.

Deep understanding
We know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial solutions that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help.

    Your Experience

    Holistic Wealth Management
    Helping our clients manage their wealth is far more than simply selecting investments. It begins with a holistic understanding of our clients and the financial forces in their lives. It is helping invest their assets in a way that reflects the life they live and the uniqueness of their goals.

    Wealth Planning in a Complex World
    In a world of vast investment choices, careful wealth planning is essential to helping our clients achieve their objectives. We are dedicated to helping develop a strategy that lays out a clear path to our clients’ goals — a wealth plan that we will develop collaboratively, one our clients can follow with confidence in the face of the market’s ups and downs. Over time, we will revise each wealth plan to reflect new aspirations and priorities, helping it keep pace as the markets change and our clients’ lives unfold.

    Working Relationship
    We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.

      Please click below to view additional information on the following topics:

      Client Service Team

      • Hugh M. ODonnell, CFP. - Associate Vice President, Wealth Management Associate
      • Carol Kwietnieski

      Location

      100 Front St.
      Suite 600
      West Conshohocken, PA 19428
      US
      Direct:
      (610) 260-7478(610) 260-7478
      Toll-Free:
      (800) 347-4305(800) 347-4305
      Fax:
      (610) 260-8633(610) 260-8633

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

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      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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      Reserved | Living & Giving

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      Sign Up for eDelivery

      Sign Up for eDelivery

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      Access Morgan Stanley Online

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      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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      Ready to start a conversation? Contact Keith Cadden today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      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 suitable 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”) 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.


      CRC 2019752 10/2018