I chose my profession as a financial advisor in order to help individuals and families achieve what is most important in their lives - planning for a comfortable retirement; educating the next generation of kids and grandkids; buying their first home; preserving wealth in case of unexpected illness, injury, or death; and leaving behind a legacy. In addition, my practice focuses on developing tax-advantaged retirement plans for small businesses designed to benefit business owners and their employees.
Having worked over 20 years as a corporate finance executive, where I spearheaded the strategic and financial planning departments at Home Box Office, I pursued a path to leverage my core skills in critical thinking and strategic planning into a new profession as an Edward Jones financial advisor. Edward Jones was the right choice - a best-in-class investment firm with a strong culture and value system that always places their clients' interests first. The firm has the best training in the business and an investment philosophy of high-quality diversification designed for the serious, long-term investor.
Academically, I earned my MBA degree in financial management at Pace University in New York City, and my BA degree at Rutgers University in business administration and accounting. Additionally, I am certified and licensed to provide investment and insurance advice in multiple states serving the New York Metro area and in Florida.
I am married with one son and reside in Marlboro Township, NJ, a beautiful suburb within the New York Metropolitan area that places a high importance on children's education and an active community lifestyle. In the community, as chairman of the Monmouth/Ocean Alzheimer's Committee, I am involved in raising awareness and funds to end this deadly disease. I am also a member of the Marlboro Township Economic Development Committee.
Office Address101 Crawfords Corner Rd
Holmdel, NJ 07733
Phone NumberKeith A Owitz at (732) 444-1279
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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