Director of Planning and Strategy
Brian Keller joined Summit Financial in May of 2021 as an Associate Wealth Advisor. Brian’s commitment to full service and clear communication helps him to build a strong foundation of trust with both new and existing clients. He maintains this trust by assisting individuals keep their objectives and focus through ever changing market fluctuations and life transitions.
While pursuing his degree in accounting at Rowan University, Brian interned for David Weinerman at Morgan Stanley in 2015 where he fell in love with the financial services industry. Following two years working in accounting for Recordati Rare Diseases and two years as a Financial Advisor with Merrill Lynch, he made the jump to Summit Financial where he will continue to provide white glove, holistic wealth management for his clients. Brian holds both the FINRA Series 7, and 66 licenses.