Keith W. Smith, CFP®

First Vice President – Wealth Management
Financial Advisor

When Keith entered the financial industry, he wanted to help his clients plan financially for the unexpected events in life. As a CFP®, Keith sees the value of establishing solid financial plans for his clients before those unexpected events occur. Keith has also developed experience within the areas of insurance and alternative investments, which often can provide strategies for clients and their estate plans. Keith feels strongly about educating people regarding their financial well-being, and has taught seminars in more than ten states. Keith stays involved with his community, and has served on Hudson City Council, and currently serves on the Hudson Park Board and the Screen on the Green Committee. Keith’s undergraduate degree is from Kent State University, and his master’s degree is from Rutgers University. Keith and his wife, Anne Marie, spend most of their free time with their daughters, Marianna and Cecelia.
Securities Agent: TX, OH, WV, WI, WA, VA, TN, SC, PR, PA, OR, OK, NY, NV, NM, NJ, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IL, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1463080
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Goals Planning System | GPS

It's never been more important to create a plan that can help secure your future and guide you to your goals. As your Financial Advisor I make it my priority to work with you to discover what matters most to you and your family. Whether that be building security for your family, buying a home, sending your children to college, or being ready for unexpected health care expenses. At Morgan Stanley, our integrated platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley to help you prioritize and prepare.

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

    Asset Aggregation

    You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help.

    As a Morgan Stanley client, you can use Asset Aggregation to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
    Asset Aggregation offers:


    CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.

    CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.

    SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.


    Asset Aggregation can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.

      Client Service Team

      • Anne Marie Smith - Assistant Vice President, Wealth Management Associate
        Anne Marie Smith, CRPC®, Wealth Management Associate

        Anne Marie graduated from the University of Illinois at Urbana-Champaign in 1997, and two years later she became a Financial Advisor. She also earned the designation of Chartered Retirement Plan CounselorSM (CRPC®). Anne Marie's current role is Wealth Management Associate. She enjoys working with Keith and Jennifer to identify opportunities to help new clients, and to help see that the plans established are consistent with the individual needs and goals of each client. 

        Anne Marie also keeps busy working in the community. She has leadership roles in several service organizations and is an active member of her church. Anne Marie and Keith live in Hudson.
        Securities Agent: TX, OH, WV, WI, WA, VA, TN, SC, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      • Jennifer Grant - Portfolio Associate
        Jennifer Grant, Portfolio Associate

        Jennifer began her career in the financial services industry in 2001. She enjoys building a service foundation with new clients, and she's passionate about providing an ongoing high level of service to all of our clients. Jennifer also has a bachelor's degree in Marketing from Bowling Green State University. When she is away from the office, Jen enjoys spending time with her family. Jennifer takes an active role in the community, volunteering at Hudson High School sporting events and with the Zonta Club of Hudson.
        Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative

      Location

      36 East Streetsboro St
      Hudson, OH 44236
      US
      Direct:
      (234) 380-4811(234) 380-4811
      Toll-Free:
      (877) 476-0673(877) 476-0673
      Fax:
      (234) 380-4801(234) 380-4801
      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
      Investing in Artificial Intelligence and Automation

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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
      From Clueless to Clued In: Teaching Teens About Money

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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
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

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      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      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
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      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Reserved | Living & Giving

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      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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      Ready to start a conversation? Contact Keith W Smith today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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      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.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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