About Us

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Asset Management4
  • Fixed Income5
  • Municipal Bonds6
  • Annuities7
  • Estate Planning Strategies8
  • Life Insurance9
  • 529 Plans10
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.

A Comprehensive View of Your Financial Life

As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.

Location

7811 University Pointe Drive
Ft. Myers, FL 33907
US
Direct:
(239) 432-5281(239) 432-5281
Toll-Free:
(800) 326-8389(800) 326-8389

Meet The Keith / Valenti Group

About Me

Since 1995, David has run a successful practice consisting of financial planning and actively managing sophisticated portfolios.  He implements wealth strategies for clients by concentrating on portfolio management.  He focuses on asset allocation, market research, and risk management.

David is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to their goals, values, aspirations, and concerns. Based on this input, David then works attentively to help them achieve their financial objectives.

He is a graduate of the College of Business at Florida State University with a degree of Bachelor of Science in Finance.  While with the firm, David has achieved the title of First Vice President as well as Portfolio Manager.

David and his wife Rebecca moved to Cape Coral, Florida in 1995, where they raised their two children, Adam and Kelly.  Together, in their free time they enjoy boating, community involvement, and church activities.
Securities Agent: TX, FL, WV, WI, WA, VT, VA, TN, SC, PA, OH, NY, NM, NJ, NH, NC, MT, MS, MO, MN, MI, MD, MA, LA, IN, IL, IA, HI, GA, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265326

About Me

Bill has worked in the financial services industry for over twenty years. It has afforded him the opportunity to combine two of his passions: financial planning and building client relationships. Bill holds FINRA series 6, 7, 63 and 66 licenses. Bill works with clients to develop plans for managing wealth and meeting long-term goals. The value that he brings to his clients is based on experience, dedication to personal service and, a commitment of regular contact with clients. Even the best plans are subject to change and evolution.

Bill is proud resident of Lee County, FL.  He enjoys the outdoors and is passionate about training and competing in long-distance triathlon events.
Securities Agent: FL, WV, WI, WA, VT, VA, TX, TN, SC, PA, OH, NY, NM, NJ, NH, NC, MT, MS, MO, MN, MI, MD, MA, LA, IN, IL, IA, HI, GA, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1262017

About Me

Dalia is a Registered Associate.  She has been in the financial services industry for over 25 years.  She enjoys relationship management, customer service and financial planning.  She is a Certified Financial Planner ® and she holds FINRA Series  6, 7,  63  and  65 as well as FL Life and Health Insurance Licenses.  She has a Bachelor of Science degree in International Business.  Her career encompassed working for the Private Bank, Branch Management, Financial Advisor and Relationship Manager of high net worth clients. 

Dalia lives in Naples FL with her husband of 25 years and her two cats.  She enjoys travelling reading and music.  She volunteers for the Naples Zoo, the Humane Society Naples and Gulfshore Opera. 
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

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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
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Ready to start a conversation? Contact The Keith / Valenti Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

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 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.

5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

6Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Morgan 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.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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.


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