Keith Baier
Financial Advisor at Moors & Cabot
- Role
- Vice President-investments at Moors & Cabot
- Location
- Ithaca, NY, US
- LinkedIn followers
- 500 followers
About Keith Baier
With over 23 years of experience as a Financial Advisor, including roles at Morgan…
Experience
Vice President-investments
May 2022 — Present
I offer tailored strategies covering budgeting, savings, investments, retirement, and taxes to meet clients\' financial goals: I develop personalized plans to optimize returns and manage risk based on clients\' goals and risk tolerance: I provide support to help clients make disciplined investment decisions and navigate market fluctuations: I streamline clients\' financial accounts to simplify management and reduce fees: I help to ensure clients\' beneficiary designations align with their wishes and develop comprehensive plans to preserve wealth and facilitate asset transfer./: I evaluate existing policies to help to ensure they meet clients\' needs and recommend adjustments as necessary.
Education
SUNY Geneseo
Bachelor of Science - BS, Biochemistry
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