Keith D'Agostino

Keith D'Agostino's career in the financial sector stands as a beacon of dedication and excellence, spanning nearly three decades. Embarking on this path at just 21, he has risen to the esteemed position of Senior Managing Director Financial Advisor, a role in which he has demonstrated unparalleled professionalism and expertise. His comprehensive understanding of the industry is underscored by his attainment of critical licenses, including Series 7, 63, and 24, highlighting his depth of knowledge and commitment to regulatory compliance. A graduate of Hofstra University in New York, he earned his BBA degree, showcasing his academic prowess and leadership capabilities. His upbringing in a culturally rich Italian-American family in New York has imbued him with a strong sense of heritage and a broad perspective, profoundly influencing his professional demeanor and personal values. In his professional realm, he is celebrated for his unwavering commitment to ethical practices and his focus on client-centric services. His adept navigation of the complex and dynamic world of finance has earned him respect and trust, not only from his clients but also among his peers. His reputation as a financial advisor is built on a foundation of integrity, expertise, and an unceasing drive for excellence. Outside of his professional life, he is equally committed to his family, embracing the roles of a husband and father with as much passion and dedication as his career. His strong family bonds and nurturing part in his five children's lives reflect his belief in the importance of a well-rounded life. His avid interest in sports, particularly baseball, goes beyond mere enthusiasm, reflected in his long-standing commitment to coaching young athletes. Through this role, he imparts life lessons in discipline, teamwork, and resilience.