How does the advisor help clients – Key Takeaways:
Jeanne M. H. Keller is a highly experienced financial advisor who has been providing expert financial guidance and planning to clients for over 20 years. She specializes in helping individuals, families, and businesses achieve their financial goals and secure their financial future. With her deep knowledge of the financial market and dedication to her clients, Jeanne has earned a reputation as a trusted financial expert and advisor.
Facts and Insights
Jeanne is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA), which makes her qualified to offer comprehensive and personalized financial services to her clients. Her expertise includes investment management, retirement planning, tax planning, estate planning, and risk management. She employs a holistic approach to financial planning, taking into account her clients’ short-term and long-term goals, risk tolerance, and unique financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 1 | 20 years |
As of 2021, Jeanne manages over $100 million in assets and has a dedicated team of one advisor to assist her clients. She has been in the business for over 20 years, consistently providing her clients with expert financial advice and guidance.
Financial Services Offered
Jeanne offers a wide range of financial services to individuals and businesses, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education planning
She works closely with her clients to understand their specific objectives and create a customized financial plan that aligns with their goals.
Client Types
Jeanne primarily works with high net-worth individuals, families, and small businesses. She also offers her services to corporate and institutional clients, providing them with tailored financial solutions to meet their unique needs and objectives.
Fees & Compensation
Jeanne charges a fee-based structure for her services, which means her compensation is based on the assets she manages for her clients. This structure ensures that her clients’ best interests are prioritized, as her income is connected to the performance of their assets.
Background
Jeanne earned her bachelor’s degree in Finance from a reputable university before obtaining her CFP® and CFA designations. She continued to expand her knowledge and expertise in the financial field by attending various industry conferences and seminars. Her deep understanding of the market and dedication to her clients have made her a highly sought-after financial advisor in the industry.
Financial Advisor Disclosures to Know
Jeanne is proud to maintain a clean record with regulatory bodies and has no disclosure events to report. This means she has never been involved in any legal or disciplinary action that would impact her ability to provide her clients with quality financial advice.