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Kent Keith
Kent Keith
Guided Portfolio Manager
Financial Advisor
1787 Sentry Parkway West
Building 18, Suite 440
Blue Bell, PA 19422
tel: 215-274-2561
toll free: 800-648-4584
fax: 214-540-0788
Email Me
Welcome Associations Experience Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Eastern Montgomery County Chamber of Commerce
  • Montgomery County Estate Planning Council
  • American Mensa
  • Boy Scouts of America
Business Experience
  • Morgan Stanley Smith Barney*
    Guided Portfolio Manager
    Financial Advisor
    Blue Bell, PA
Services
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Estate Planning
  • Endowments and Foundations
  • Alternative Investments
  • 529 Plans
  • Corporate Trust Services
  • Cash Management
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
  • Annuities
  • Certificates of Deposit
Bulletin Board
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
  • If you are considering upgrading your company's retirement plan, see brochures for some timely information.
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
Kent Keith is licensed in the following state(s): CA, DE, FL, MA, MN, NJ, NY, PA
This 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

401(k) Plan Sponsor: From Features to Benefits - The Statistics of Success (pdf)

Monday Morning Musings (pdf)

100 Point Commentary (pdf)
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