Keith C. Kline
Trusted Senior Financial Advisor with over 13 years of experience. Helping clients invest and plan for a financially thriving, and meaningful retirement.
- Role
- Senior Financial Advisor - Wbt Wealth Management Raymond James at Raymond James
- Location
- Murfreesboro, TN, US
- LinkedIn followers
- 500 followers
About Keith C. Kline
Keith is driven by a singular purpose: helping clients gain lasting financial…
Experience
Senior Financial Advisor - Wbt Wealth Management Raymond James
Jan 2018 — Present
Raymond James | LIFE WELL PLANNEDWBT Wealth Management located at Wilson Bank & TrustSecurities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Wilson Bank & Trust and WBT Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Skills
- Long-Term Care Needs Planning
- Retirement Solutions
- Estate Strategies
- Brokerage Services
- Investment Strategies
- Income Solutions
- Managing Debt
- College Savings Plans
- Financial Analysis
- Asset Allocation
- Risk Management
- Portfolio Review
- Wealth Management
- Wealth Transfer
- Financial Planning
- Special Needs Planning
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