Kevin W. O'Keefe
Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
Greater Seattle Area
About
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Experience
-
Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
Jul 2018 - Present · 8 yrs 1 mo
-
Senior Vice President, Financial Advisor at Morgan Stanley Wealth Management
Feb 2008 - Jul 2018 · 10 yrs 6 mos
-
Senior Wealth Manager at Pacific Portfolio Consulting,LLC
Jan 2003 - Feb 2008 · 5 yrs 2 mos
-
Senior Vice President, Financial Advisor at Morgan Stanley DW Inc.
Feb 2000 - Jan 2003 · 3 yrs
-
Senior Vice President, Financial Advisor at PaineWebber Inc.
Feb 1995 - Feb 2000 · 5 yrs 1 mo