Keith Joffe
Senior Vice President,
Financial Advisor,
Alternative Investments Director,
International Client Advisor
Direct:
(215) 963-3854(215) 963-3854
Toll-Free:
(800) 233-1414(800) 233-1414
My Mission Statement
I have worked as a trusted advisor to my clients for over 25 years. I have vast experience in managing multi-generational wealth through the use of trusts. Over the years, in partnership with multiple trust companies, we have developed a process to domesticate foreign trusts to the United States. This process involves intricate steps that end with the client having the ability to be under US jurisdictions and often lead to a more favorable legal and tax environment for the beneficiaries.
My approach to multi-generational wealth management requires a long-term perspective and a comprehensive understanding of the interplay between generations. By developing these personalized investment strategies I am able to help clients not only grow and preserve their wealth, we are also able to help future generations achieve their financial aspirations as well.
My approach to multi-generational wealth management requires a long-term perspective and a comprehensive understanding of the interplay between generations. By developing these personalized investment strategies I am able to help clients not only grow and preserve their wealth, we are also able to help future generations achieve their financial aspirations as well.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: AZ, NV, WA, MA, NY, DE, CT, MI, FL, VA, IL, CA, AK, RI, TX, SD, PA, NJ, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1537258
NMLS#: 1537258
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Keith received a Bachelor of Science degree in Business Management from Albright College. He spent seven years as a Vice President at UBS Financial Services, followed by six years as a Vice President at Credit Suisse before joining Morgan Stanley in 2016. Keith has been named a Five Star Wealth Manager award recipient in 2016, 2017, 2018 and 2019. Additionally, Keith is active in his local community and has served on the Board of Trustees for the Jewish Federation of Greater Philadelphia.
2016-2019 Five Star Wealth Manager Award
Disclosures: Source: fivestarprofessional.com (Awarded 2016-2019) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2016 Award – 03/05/16 – 10/07/16; 2017 Award - 01/20/17 - 09/08/17; 2018 Award - 02/20/18 - 09/19/18; 2019 Award - 02/11/19 - 09/20/19.
2016-2019 Five Star Wealth Manager Award
Disclosures: Source: fivestarprofessional.com (Awarded 2016-2019) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2016 Award – 03/05/16 – 10/07/16; 2017 Award - 01/20/17 - 09/08/17; 2018 Award - 02/20/18 - 09/19/18; 2019 Award - 02/11/19 - 09/20/19.
Portfolio Associate
Verene has spent her entire financial career spanning over 3 decades with Morgan Stanley and it’s predecessors. She has held and succeeded in a variety of roles and positions during this time. As a Vice President she supported several Branch managers in building and growing one of Morgan Stanley's largest complexes, including recruiting and hiring and continues to be the syndicate manager for this complex.
As a Portfolio Associate, Verene plays a vital role with Morgan Stanley, assisting clients with complex money movement issues, including international wires, Real Estate Settlements and Trust and Estate issues. These are as important, as her personal relationships with clients which allow her to provide a level of service that exceeds even their expectations. She actually anticipates their needs.
During her time at Morgan Stanley, Verene has earned her Series 7 and 63 and has also completed the Portfolio Associate Program.
As a fluent speaking Armenian, Verene loves time with her family and new grandson, enjoys a healthy lifestyle, working out and cooking for family and friends.
Her love of her family and desire to help grow the Business and assist clients is contagious.
As a Portfolio Associate, Verene plays a vital role with Morgan Stanley, assisting clients with complex money movement issues, including international wires, Real Estate Settlements and Trust and Estate issues. These are as important, as her personal relationships with clients which allow her to provide a level of service that exceeds even their expectations. She actually anticipates their needs.
During her time at Morgan Stanley, Verene has earned her Series 7 and 63 and has also completed the Portfolio Associate Program.
As a fluent speaking Armenian, Verene loves time with her family and new grandson, enjoys a healthy lifestyle, working out and cooking for family and friends.
Her love of her family and desire to help grow the Business and assist clients is contagious.
Location
1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 963-3854(215) 963-3854
Toll-Free:
(800) 233-1414(800) 233-1414
Fax:
(215) 854-6125(215) 854-6125
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Keith Joffe today.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
