Joshua A. Keyes
Vice President, Wealth Manager with LPL Financial located at VyStar Credit Union
- Role
- Vice President, Wealth Manager at LPL Financial
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Joshua A. Keyes
Joshua Keyes serves VyStar Credit Union members as a VyStar Investment Services financial advisor. With over a decade of experience, he offers comprehensive investment management and retirement planning to individuals, families, businesses, trusts and their beneficiaries.His goal is to simplify the complex world of investments and help member clients preserve their hard-earned assets. The services include Wealth Management, Investment Advice, Retirement Planning, Individual and Trust Investment Accounts, Individual Retirement Accounts (IRAs), Traditional, Roth, SEP and SIMPLE IRAs, Life Insurance, Long Term Care Insurance, Estate Planning and Succession Planning. Located locally in Jacksonville, Florida, he largely serves member clients in Duval, St. John\'s, Clay, Nassau, and Baker County, but he does serve member clients across the United States.He strives to create an environment for members focused on their needs and goals for financial planning. That is the core of his planning process and with that he can provide personalized advice and independent recommendations. To learn more, call or text message the office at (90••••••95 or feel free to email him directly at j••••••@lpl.comAdditionally, he is a United States Army combat veteran and is often involved with various local US military veteran non-profit groups. He also graduated locally from Jacksonville University, where he met his wife and planted their roots right here in Jacksonville, FL. Josh is an avid coffee drinker and is passionate about spending time with his family when not serving member clients.https://brokercheck.finra.org/individual/summary/63•••00
Experience
Vice President, Wealth Manager
Dec 2020 — Present · Jacksonville, FL, US
From 121 Financial Credit Union as a Financial advisor/ Lead Financial Advisor to VyStar Investment Services, I\'ve gone from being an AVP, wealth manager to being a VP, wealth manager. This title update comes from being an advisor in a branch accepting branch referrals to being an advisor who is no longer accepting branch referrals but instead continuing to grow from their current clients in AUM/ AUA or COIs. I also mentor advisors to help become more productive along with provide education on effective financial planning practices.Our team has successfully merged from TruStage Wealth Management Consulting at 121 Financial Credit Union to VyStar Investment Services at VyStar Credit Union.
Education
Jacksonville University
Bachelor of Science (B.S.), Sociology and Finance
2010 — 2014
Valley Forge Military Academy
High School Diploma, High School/Secondary Diplomas and Certificates
2003 — 2010
Mahidol University
Bachelor of Science (B.S.), Social Sciences
2013 — 2013
Skills
- Program Management
- Research
- Microsoft Word
- Team Leadership
- Powerpoint
- Microsoft Excel
- Marketing
- Leadership Development
- Program Development
- Management
- Team Building
- Hedge Funds
- Budgets
- Finance
- Community Outreach
- Valuation
- Staff Development
- Time Management
- Entrepreneurship
- Event Management
- Alternative Investments
- Financial Planning
- Equities
- Social Networking
- Radiologic Technology
- Portfolio Management
- Analysis
- Teamwork
- Mutual Funds
- Data Entry
- Risk Management
- Data Analysis
- Sales Management
- Financial Modeling
- Python
- Event Planning
- Public Relations
- Consultative Selling
- Business Development
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