Profil
Mr. Keith M.
Rogers is a Member at Warren Averett Asset Management LLC.
He joined the firm in January 2013.
His primary responsibilities include the design and implementation of comprehensive financial plans for his clients and the management of their investment portfolios.
His prior experience includes 10 years in the financial services industry where he served as the general securities principle and municipal bond principle at a private wealth management firm.
His primary focus is serving the needs of high net worth individuals and their families, including professional athletes.
Mr. Rogers received a Bachelor of Science degree in Business Administration from Faulkner University.
Anciens postes connus de Keith M. Rogers
| Sociétés | Poste | Fin |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Membre du Comité d'Investissement | 31/05/2014 |
Formation de Keith M. Rogers
| Faulkner University | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
