Broker Check
Keith  Small

Keith Small

Partner & Wealth Management Advisor

Keith has been in the financial services profession since 1994.  His first position in this industry was a teller with Cambridgeport Bank.  This foundational opportunity helped him truly understand the importance of the exceptional client experience.  For a 30 second transaction, several bank clients let other individuals go ahead of them in line, simply to work with Keith, who really cared about helping the customer in front of him.

Over the next 25 years Keith has held various positions in the financial services profession with Fleet Bank Financial Services, Eaton Vance Investment Management, MFS Investment Management, Oppenheimer Funds and most recently, Cetera Financial Specialists, LLC.  These experiences have only increased his passion and commitment to help individuals, families and businesses plan for their personal financial journey. 

He currently holds life, accident, and health insurance licenses, Series 24, 7, 65 and 63 and is a Registered Representative with Cetera Financial Specialists, LLC as well as an Investment Advisor Representative with Cetera Investment Advisers.  Keith is also a Certified Investment Management Analyst (CIMA), Chartered Mutual Fund Counselor (CMFC), Chartered Retirement Plan Counselor (CRPC), Accredited Investment Fiduciary (AIF) and an Enrolled Agent (EA). 

When not working, Keith enjoys golfing, reading, skiing, tennis, traveling, quahogging and spending time with his girlfriend Jill, his dog Baxter and friends and family throughout New York and New England.