Helping clients manage their investments and plan for a meaningful retirement is what drives Keith. Dedicated and detail-oriented, he connects the finer data points of a client’s situation into the big picture of what they envision for their financial future. He builds strong relationships with clients. “I enjoy taking the time to get to know my clients, their interesting life stories, their successes and what they hold dear,” Keith says. “This allows me to bring greater insight to advising them on all of their financial goals.”
Keith began his financial services career in 2012 at Morgan Stanley. His background also includes roles at BB&T Investment Services and Sun Trust Investment Services. He joined Wilson Bank & Trust Investment Services in 2018, drawn by its client-first philosophy.Keith graduated with honors from the University of Kentucky in 2001 with a bachelor’s degree in business administration as well as decision science and information systems. He was also a Southeastern Conference Scholar Athlete Award recipient as a member of the men’s track and field team competing in the pole vault.
Residing in Murfreesboro with his wife, Meagan, and their three children, Greyson, Barrett, and Avery, Keith enjoys spending his free time playing water polo with the local club, hiking, reading, and traveling with his family. Keith and Meagan are members of World Outreach Church in Murfreesboro.