Keith Meyer

About Keith Meyer

Keith is a Senior Vice President, Branch Manager at Morgan Stanley. He provides comprehensive wealth management to institutions, business owners, and families. Keith focuses on developing comprehensive financial planning strategies to help clients reach their short- and long-term goals.Keith began honing his financial skills at Wright State University where he earned a dual bachelor’s degree in Economics and Financial Services. He served as a Resident Director and Senior Vice President in Wealth Management at Merrill Lynch prior to moving his practice to Morgan Stanley. To better serve his clients, Keith has earned his Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ designations. He works closely with each of his clients to create a customized plan tailored to help reach their unique goals, whether helping save for retirement, grow a business, or preserve a family legacy.Keith resides in Washington Township with his two sons. He enjoys spending time with his family, coaching his sons’ sports teams, working on their family horse farm, and playing golf. He’s also an active member at Epiphany Lutheran Church, the Dayton Art Institute, the March of Dimes, Centerville Noon Optimist Club, the Fraternal Order of Police, and Centerville City Schools, Dayton Children’s, Wright State University, and other various community organizations. Keith is also an adjunct professor at University of Dayton.NMLS#591132

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Jan 2017 — Present · Beavercreek, OH, US

   2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 591132

Education

• Wright State University

  Bachelor's Degree, Economics & Financial Services

  1997 — 2000

Skills

• Retirement Planning
• Corporate Retirement Plans
• Financial Analysis