By ensuring that his advice is always aligned with their best interests, Mr. Keller has gained the trust of many loyal clients.
ALLEN, TX, June 17, 2024 /24-7PressRelease/ -- James Keller, CFP®, CRPC®, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Keller is a distinguished independent financial advisor with a career spanning over two decades. Working as an independent financial advisor in collaboration with Osaic Wealth, he has run and managed his own practice, Keller Wealth Management LLC, since 2020. Among his various responsibilities, he excels at developing financial plans, designing and managing personalized investment plans and addressing insurance needs. By ensuring that his advice is always aligned with their best interests, Mr. Keller has gained the trust of many loyal clients.
Since 2020, Mr. Keller has also served as a wealth manager at Osaic Wealth, demonstrating his unwavering commitment to his client's financial well-being. His tenure as vice president of wealth management at Merrill, a Bank of America Corporation, from 2008 to 2020 and as a financial advisor at AXA Advisors LLC from 2001 to 2008, laid the foundation for his expertise in financial planning and wealth management. He was initially introduced to the field of wealth management by his own financial advisor and immediately found the industry to be a perfect fit for his career aspirations.
Mr. Keller's academic background includes a bachelor's degree from the University of North Texas, which he obtained in 1990. Further enhancing his qualifications are certifications as a Certified Financial Planner and Chartered Retirement Planning Counselor, which underscore his commitment to providing informed and ethical financial advice.
The cornerstone of Mr. Keller's success lies in his client-centered approach. He measures the impact and significance of his work through their achievements, above all else valuing the trust that many loyal clients place in him. He always encourages feedback from his clients and the positive responses he receives are a source of great satisfaction. In addition to many awards achieved within his firm, Mr. Keller has received several industry awards, including the Five Star Wealth Manager Award from Texas Monthly in 2024 and the Top Financial Planner Award from D Magazine Partners Inc.
Outside of his professional life, Mr. Keller has been involved with several civic organizations including the Salvation Army, United Way Worldwide, CASA of Collin County, Cystic Fibrosis Foundation and Habitat for Humanity. He enjoys traveling, playing golf, and spending quality time with his children and grandchildren. As he looks toward the future, he remains focused on continuing to serve his clients with dedication while exploring opportunities for professional growth and development. He is committed to lifelong learning and intends to stay at the forefront of financial planning, ready to adapt and thrive in an ever-evolving world and industry.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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