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Michael Keller

Michael Keller

Vice President, Wealth Management | Gilford Securities

Morristown, New Jersey, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Michael Keller

Work Experience

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Vice President, Wealth Management at

Gilford Securities

May 2011 - Present

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Financial Planning Specialist at

Morgan Stanley

October 2006 - May 2011

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Financial Planning Specialist at

Citi

October 2006 - May 2011

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Fiancial Advisor at

UBS Group AG

May 2004 - October 2006

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Financial Advisor Associate at

A.G. Edwards & Sons, Inc.

May 2002 - May 2004

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Managing Director at

Foreign Exchange

May 1998 - September 2001

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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

mail

*******@gilfordsecurities.com

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Michael Fenton

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Randy Daniels

Vice Chairman

Kate Roohe

Vice President

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