Keith serves as a Senior Trust Officer for Eastern North Carolina through the Greenville office. He assists clients with developing and implementing their financial objectives through administration of trusts, investment management accounts, IRAs and estates. Keith earned a Bachelor of Business Administration degree with a concentration in Trust and Wealth Management, a Minor in Financial Planning, and a Master of Business Administration degree from Campbell University. Keith has over 15 years of experience dedicated to various roles within the Trust and Wealth Management industry. He is a Certified Financial Planner (CFP®), Certified Trust and Fiduciary Advisor (CTFA) and an Accredited Trust and Fiduciary Advisor (ATFA). Keith is active in volunteering in the community and adds additional value to the trust industry by serving as a member of the Certified Trust and Fiduciary Advisor exam committee.
