Keith Waterman

Keith Waterman

Senior Financial Advisor

For over 20 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and reach their financial objectives. He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client’s risk tolerance and personal goals.

Keith graduated with a degree in finance and did his own trading at an early age. He went on to manage personal and family IRA accounts as well as FOREX trading accounts involving global currency interactions and exchanges. His experience and success in those areas taught him the importance of capital preservation and careful management of individual risk. Keith currently holds both his FINRA Series 7 and 66 securities registrations and is a registered investment adviser representative.

In addition to finance, Keith also spent 10 years in the insurance industry managing $20+ million territories and was involved in all aspects of risk management, marketing, and individual customer service. This role comprised several states in the Midwest and East Coast, where he launched new territory expansions, as well as enjoyed honored company achievements such as the #1 revenue-generating sales manager. Most recently, Keith was the assistant vice president of private lending at the #1 lender in Indiana and helped them grow to over $100 million in Indiana alone.

Keith and his wife, Annette, were married in Hilton Head, South Carolina, and currently live in Carmel, Indiana, where they enjoy playing competitive tennis, hiking, exercising, and entertaining 16 nieces and nephews. Keith is family-oriented and has enjoyed coaching baseball, basketball, and tennis at all levels.

Lastly, Keith is a hard worker and always puts his clients' needs first. He enjoys people and is a good listener and communicator in both business and personal relationships. Keith believes in spiritual leadership and strives to be known as an insightful and diligent advisor.