About Michael Keating
Michael Keating is a Senior Vice President, Financial Advisor, Portfolio Management Director and Branch Manager of the Newport office. He works with clients developing Financial Plans and executing the Investment Plans. He has over 32 years of experience and has been with Morgan Stanley since 2007.
Michael refers to creating and implanting a financial plan with his clients as his favorite part of the business. To successfully implement a financial plan, a financial advisor needs to work in a collaborative environment with their client’s long-term to be able to understand the clients’ definition of financial success and continue to monitor and update the plan through life changes. This practice fits perfectly into Michael’s philosophy of treating each of his clients like family.
Prior to entering the financial industry, he graduated from Boston College with a major in Finance. His studies led him to Kidder, Peabody which is where he began his professional career. Since joining Morgan Stanley in 2007, he has been appointed a Portfolio Management Director, moved from the Springfield Mass. office to Newport in 2016 and began working with Individuals, Families, Pensions and Businesses. He helps clients with various parts of the wealth management life cycle: creation, preservation, and transfer.
Mike lives in Newport with his wife Lisa and although his two children have moved out of the house, he and his wife host their family for much of the summer months. Outside of family, Mike raced sailboats at Boston College and enjoys helping with various youth sailing regattas around Newport.
Securities Agent: NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, VI, OK, LA, KS, ID, IA, HI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1279577