Keith Whitman

CFP, ChFC, CLU, Vice President, Financial Advisor, Senior Portfolio Manager, Senior Investment Management Consultant

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Keith Whitman

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

Welcome

For me, financial planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My practice revolves around three S’s: stability, simplicity and stewardship. My goal is to provide stability, by seeking to preserve my client’s wealth, but also offer a reasonable return overtime. Simplicity is achieved by using traditional investments and avoiding complex products which may carry higher risk. Stewardship comes from treating clients as if they were  a part of my family, and not just another account.

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Services Include

  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Asset Management
  • Estate Planning Strategies
  • 401(k) Rollovers
  • 529 Plans
  • Lending Products
  • Long Term Care Insurance
  • Municipal Bonds

Securities Agent: AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, MI, MT, NC, NM, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1312734


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients

Clients

My clients value my ability to establish a trusting relationship on both a financial and personal level.  This provides a sense of comfort in knowing that I truly care and treat them as more than just a name and account number.  Due to the high level of trust and personal care, I typically work with clients with a minimum account size of $500,000.

My typical clients include:

• Small Business Owners

• Pre-retirees and Retirees

• Young Professionals

• People in Transition- retirement, divorce, career change, sale of a business, death of a loved one

Working With You

Working With You

My step-by-step process was developed over the past 20 years in the financial services industry, and provides a disciplined approach that strives to give clients a clear direction to help achieve financial independence.


FIRST
- I go through a discovery process to determine your financial and life goals, as well as determining your level of risk and time frame for the money
 
SECOND- I choose an asset allocation which is designed for the maximum amount of return with the minimal amount of risk for your objectives.

THIRD- I will create a financial plan which will give the degree of success in reaching your desired goals.

FOURTH- I strive to choose the most appropriate investments to use in your portfolio and rebalance each year.
 
FIFTH- I monitor your accounts and provide accountability to you on a regular basis determined in advance.

Awards and Associations

  • Financial Planning Association

  • East King County Estate Planning Council

  • Seattle Children's Hospital Leagacy Advisor

  • Kingdom Advisors

  • Seattle Philanthropic Advisors Network


  • 5 Star Wealth Management Award 2018


About Keith

Keith grew up in Ft. Myers, Florida, where his father worked as an engineer at a NASA tracking station.  After high school, Keith attended the University of Maryland and received a Bachelor of Science degree in Business Administration.

Prior to becoming a Financial Advisor in 1996, Keith spent 16 years as a Senior Pension Consultant, designing, installing and managing retirement plans for corporate clients throughout the United States.  During this time he realized that his passion was working with individuals and providing each one with a road map for retirement success.  In 1989, Keith obtained the "Certified Financial Planner™" or "CFP®" designation from the College for Financial Planning in Denver, CO., and soon thereafter obtained the "Chartered Financial Consultant" and "Chartered Life Underwriter" designations from the American College in Bryn Mawr, PA.

As a Financial Advisor and Senior Portfolio Manager, Keith is able to provide holistic financial planning advice as well as investment management which is customized to each individual's specific goals and objectives.  Keith is a member of the East King County Estate Planning Council and the Financial Planning Association (FPA).  Keith is also a Legacy Advisor for Seattle Children's Hospital and Research Foundation, as well as a member of the Seattle Philanthropic Advisors Network.   

When he is not working, he enjoys spending time with his family.  He also enjoys, tennis, hiking, jazz music and playing the drums.


Location

Location

  • 225 108th Ave. NE, Suite 800
  • Bellevue, WA 98004


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Ready to start a conversation? Contact Keith Whitman today.

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