Keith Epstein, CFP®, is currently the Branch Manager and Director at Baird, overseeing offices in West Palm Beach, Stuart, and Naples. With over 25 years of experience in the financial services industry, they joined Baird in 2016 after a long tenure at Wells Fargo Advisors. Keith is dedicated to helping clients achieve their financial goals while also building a team of advisors focused on client success. They hold a BA in Accounting from the University of South Florida, completed in 1994.
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