Chris Keller, CFP®

Team Lead – Client Service

Chris facilitates efficient and timely assistance to meet client needs, is a Client Service Team-Lead and maintains compliance and regulatory protocols. He previously worked for a Registered Investment Advisory firm affiliated with Raymond James Financial Services, assisting clients, handling trades and supporting firm compliance requirements. Chris and his wife Molly live in Bridgeville and have three adult daughters. He volunteers as a Sunday School teacher currently, after working as a youth leader for grades 7–12 for 20 years at his local church.

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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