KEITH TAYLOR, CHFC®, CLU®, RICP®, RICP®, CExP®

KEITH TAYLOR, CHFC®, CLU®, RICP®, RICP®, CExP®

FINANCIAL STRATEGIST

’Since 2000, Keith has been working with and educating individuals, families, and small businesses, to help increase their confidence in their financial decisions. His focus is serving his clients to create comprehensive financial strategies that produce long term results.
Throughout the process, the emphasis is on creating lasting relationships and putting the clients’ needs first. Keith often works with other professionals to assist his clientele when they face various challenges. This enables him to be sure that each decision that is made is in the best interest of the client.

By understanding their current situation, Keith works with each client to protect their family as well as their assets. He can work to coordinate investment, insurance, and real estate portfolios, as well as improve cash flow management.

Keith earned his B.S from Radford University in 1996. In addition to his Series 7 & 66 Securities licenses, he holds insurance licenses for Life, Health and Long Term Care. He also successfully completed the requirements to become a Chartered Financial Consultant®, Chartered Life Underwriter®, and Retirement Income Certified Professional ® from the American College.

Keith lives in Charlotte, NC with his wife, Stephanie, and their children, Alex and Avery. He continues to be involved in various community service organizations such as Boy Scouts, Charlotte Sports Foundation and Y Guides. In his spare time he enjoys exercising, traveling, and playing guitar.

Check the background of this investment professional on FINRA’s BrokerCheck.