Brad Keel, CFP®

CA License #: 4038390

My Professional Approach

"A goal without a plan is just a wish." - Antoine de Saint Exupéry

I am dedicated to helping individuals and entrepreneurs achieve their financial dreams. Building trust and understanding is the cornerstone of every client relationship. I take the time to listen and understand your goals, objectives, and concerns so that together, we can Assess, Build, and Commit to a strategy that aligns with your aspirations.

There is no “one-size-fits-all” solution. Investment plans should be as unique as you are. I collaborate with my clients to develop innovative solutions tailored to their specific goals. As an entrepreneur, husband, and father, I recognize the value that my Benjamin F. Edwards family can offer to you, your family, or your business for generations to come.

My Background

I transitioned to the financial services industry in 2019 after a 17-year career in healthcare. I was motivated by seeing many friends and family relying on impersonal, cookie-cutter online options as their primary strategy for future savings. I joined Benjamin F. Edwards & Co. because their commitment to world-class service and a client-first approach has been ingrained in the company’s DNA for over a century.

Personal Life

Outside of work, I cherish spending time with my wife, Mary, and our three children. We are passionate about investing our time, money, and talents in serving our church, community, and neighbors. Our favorite activities include snow skiing, traveling, and supporting local businesses that enhance our city’s quality of life. We also enjoy visiting as many national parks as our schedule and gas tank allow.

Education

• University of Louisiana at Monroe: Doctor of Pharmacy - 2003
• I became a CERTIFIED FINANCIAL PLANNER™ professional in 2022

“Certified Financial Planner Board of
Standards Center for Financial Planning, Inc.
owns and licenses the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER®, and
CFP® (with plaque design) in the United
States to Certified Financial Planner Board of
Standards, Inc., which authorizes individuals
who successfully complete the organization’s
initial and ongoing certification requirements
to use the certification marks.”

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. I am excited to put the designation to use for the benefit of my current and future clients while continuing to provide financial advice based upon the highest standards of competency and integrity