Chris Keller, CFP®

Team Lead – Client Service

Chris facilitates efficient and timely assistance to meet client needs while supervising the Client Service Specialists and maintaining compliance and regulatory protocols. He previously worked for a Registered Investment Advisory firm affiliated with Raymond James Financial Services, assisting clients with investments and trades while supporting firm compliance requirements. Chris and his wife Molly live in Bridgeville with their three daughters. He volunteers as youth leader for grades 7–12 at his local church, and donates a week every summer to being a youth camp counselor.

Education & Certifications
B.A., Economics, University of Pittsburgh
You can look up Chris’ background as a Broker Dealer on FINRA’s BrokerCheck.

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