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Michael Keller
Michael Keller
Vice President, Wealth Management | Gilford Securities
Morristown, New Jersey, United States
Michael Keller
Summary
Michael Keller is a seasoned Vice President in Wealth Management at Gilford Securities, with over 15 years of experience in the financial industry. He specializes in comprehensive financial planning for high net worth individuals and business owners, focusing on alternative investments and strategic asset allocation. Michael has a unique blend of expertise, having transitioned from roles at major firms such as Citi Smith Barney and UBS, where he honed his skills in estate and retirement planning. His proactive approach emphasizes building meaningful relationships with clients, ensuring transparency and simplicity in navigating complex financial landscapes. Michael is also actively involved in community service, contributing to various charitable organizations, which reflects his commitment to giving back. His educational background includes a Bachelor of Arts from the University of Massachusetts, Amherst, where he studied History and Political Science, along with finance-related courses. This diverse knowledge base enhances his analytical capabilities in investment strategies and financial services.
Michael Keller
Work Experience
Vice President, Wealth Management at
Gilford Securities
May 2011 - Present
Financial Planning Specialist at
Morgan Stanley
October 2006 - May 2011
Financial Planning Specialist at
Citi
October 2006 - May 2011
Fiancial Advisor at
UBS Group AG
May 2004 - October 2006
Financial Advisor Associate at
A.G. Edwards & Sons, Inc.
May 2002 - May 2004
Managing Director at
Foreign Exchange
May 1998 - September 2001
Michael Keller
Education
University of Massachusetts Amherst, Bachelor Of Arts (B/A)
January 1992 - January 1996
Matignon high school
January 1988 - January 1992
Frequently Asked Questions about Michael Keller
What is Michael Keller email address?
Michael Keller's primary email address is *******@gilfordsecurities.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Michael Keller work for?
Michael Keller is a Vice President, Wealth Management at Gilford Securities, a company specializing in Securities & Commodity Contracts Intermediation & Brokerage.
Where Michael Keller graduated from?
Michael Keller holds a degree in History, Political Science (Courses In Finance, Economics, Biology And Chemistry) from University of Massachusetts Amherst.
How can I directly contact Michael Keller?
To contact Michael Keller directly, you can use the email address *******@gilfordsecurities.com. Complete contact information is available upon registration with Muraena.
Who is Michael Keller?
Michael Keller is a seasoned Vice President in Wealth Management at Gilford Securities, with over 15 years of experience in the financial industry. He specializes in comprehensive financial planning for high net worth individuals and business owners, focusing on alternative investments and strategic asset allocation. Michael has a unique blend of expertise, having transitioned from roles at major firms such as Citi Smith Barney and UBS, where he honed his skills in estate and retirement planning. His proactive approach emphasizes building meaningful relationships with clients, ensuring transparency and simplicity in navigating complex financial landscapes. Michael is also actively involved in community service, contributing to various charitable organizations, which reflects his commitment to giving back. His educational background includes a Bachelor of Arts from the University of Massachusetts, Amherst, where he studied History and Political Science, along with finance-related courses. This diverse knowledge base enhances his analytical capabilities in investment strategies and financial services.
Michael`s contact details
*******@gilfordsecurities.com
Colleagues
svp corporate finance
Senior Vice President
Senior Vice President
SENIOR VICE PRESIDENT
Senior Vice President - Investment Banking Group
senior vice president
Vice Chairman
Vice President
Chairman-