Keith R Robinson, CIMA®
My Mission Statement
strategies
Greenwood Wealth Management
Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise. With over a century of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele. A client service model based on accessibility ensures that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.
We invite you to explore our website to learn more about our team and what we provide. We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can deliver value to a future relationship with you and your family.
NMLS#: 1326718
Keith is a Senior Vice President of Wealth Management at Morgan Stanley who carries the firm's Family Wealth Director designation, having satisfied a rigorous study and testing program.
This designation further substantiates Keith's 20-plus-years of serving the wealth management needs of his clients, primarily focusing on developing retirement and estate planning strategies for affluent individuals and their families. His practice provides investment advisory and risk management services, corporate cash management solutions, and corporate retirement plan services.
Keith is an alumnus of Colorado State University where he studied business administration with an emphasis on public accounting. He holds the Certified Investment Management Analyst (CIMA)® designation from the University of Pennsylvania's Wharton School of Business. The CIMA® professional designation is awarded to members of good standing for successful completion of a study program that emphasizes the effective combination of theory and practical application of investment portfolio construction. Most recently, Keith has attained the prestigious Morgan Stanley designation of Family Wealth Director. This credential, currently attained by about five percent of Morgan Stanley advisors as of December 2023, places Keith in a category of advisors who are qualified to service the sophisticated needs of ultra-high net worth clients.
A Colorado native, Keith lives in Centennial with his wife Nancy, and their four children; Andy, Ellie, Grady, & Kate. He stays active coaching many of his childrens' athletic teams and trying to keep up with Nancy on the ski slopes. Keith has served on the Corporate Advisory Board for the Inner City Health Center in Denver & Is currently a member in good standing with the Investment Management Consultants Association.
Location
Portfolio Insights
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