Keith Apton is the Managing Director of Wealth Management at The Capital ESOP Group, which they founded to assist clients in creating personalized financial solutions using the resources of UBS. With a disciplined approach, they focus on small-to-middle market business owners, offering sell-side advisory solutions and post-sale financial planning. Previously, Apton served as an ESOP Reinvestment Specialist at Morgan Stanley from 2002 to 2009 and earned a B.S. in Finance from Virginia Tech's Pamplin College of Business in 2000.
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