Keith Underwood
Financial Advisor | Morgan Stanley Wealth Management
- Role
- Financial Advisor at Morgan Stanley
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Keith Underwood
As a Financial Advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I seek to determine an appropriate financial strategy for you and your family. I can also help with your retirement planning strategy, seeking to create options when you retire, regardless of what you decide to do.
Experience
Financial Advisor
Oct 2024 — Present · Greenwich, CT, US
2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted 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 service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/keith.underwood. The information or content is for US residents only and subject to the following disclosures:
Education
Syracuse University
AB, Economics
University of Colorado Denver
Executive MBA, Finance
2005
University of Colorado Denver
Executive MBA, Accounting and Business/Management
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