Christian D. Keedy Jr.

Christian David Keedy Jr. is a licensed CERTIFIED FINANCIAL PLANNER™ (“CFP®”) and has over eight years of professional experience in the financial services industry. He is a member of the Financial Planning Association and the Investment Management Consultant Association.
Christian received his Bachelors of Science in Economics and Finance from Barry University in Miami Florida. Christian is the Vice-President of investment operations, is a member of the firm’s Investment Policy Committee, and is an investment advisor representative with Gordon Asset Management, LLC.
He currently holds his Series 7, 63 and 65 securities licenses and is a registered representative with CW Securities, LLC, an independent registered broker-dealer and member FINRA firm. He also maintains his Life Accident & Health insurance license and Long Term Care insurance license. Christian received his Executive Certificate from Duke University in Certified Financial Planning.
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Rather than create our own carefully crafted code of ethics, certain partners of the firm through their various trade associations are held to a certain code of ethics individually as a designee or licensee. Read More >