Weston Keenan is a dedicated financial advisor with a wealth of experience in the industry. He embarked on his financial services career in 2011 at Mutual of Omaha in Atlanta, where he played an integral role within a private team at the Georgia division office.
From 2014 to 2016, Weston served as a relationship manager with an independent team at United Capital Financial Advisors in Austin, Texas. During this time, he focused on comprehensive retirement planning, adopting a holistic “big picture” approach. His services encompassed investments, retirement plans, benefits, insurance, income tax and estate planning, all integral components of a robust wealth management strategy.
Weston holds a Bachelor of Business Administration in marketing from the University of Mississippi, showcasing his strong educational foundation. Additionally, he is an Accredited Asset Management Specialist™, further attesting to his commitment to professional growth and providing quality financial guidance.
Beyond his professional pursuits, Weston's upbringing in Austin instilled a love for the outdoors, making him an avid outdoorsman. He finds solace and enjoyment in activities such as fishing, hunting, camping and conservation, which originated from his summers spent at camp in the beautiful Texas hill country.
Weston actively engages with various community organizations, demonstrating his dedication to making a positive impact. His involvement includes past and present contributions to esteemed organizations such as the Young Men's Business League, Board of Governors of Phi Kappa Tau, Ole Miss Alumni Association, Invest Atlanta, Mobile Loaves and Fishes and Must Ministries.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.