For over 25 years Keith Morgan has been a Financial Advisor for families, individuals, corporate executives, and small business owners. He works closely with his clients and provides a thoughtful, personalized approach to planning their investment strategies and retirement plans.

He began his financial career with Smith Barney in 1998 as a Financial Consultant. In 2021 Steward Partners acquired Umpqua Investments where Keith was a Senior Vice President of Investments. Steward Partners alongside Raymond James is a powerful investment duo. The two firms offer a perfect combination of a boutique client experience, combined with a robust investment offering, cutting edge technology and security a larger investment firm provides. Prior, Keith was a Vice President of Investments with UBS Financial Services in Lake Oswego, Oregon. After working at two large firms, he decided to move his practice to a smaller, regional firm where clients are treated like people and not numbers. Keith maintains his Series 7, 9 10, 31, 63, and 65 licenses.

Keith was born and raised in Madera, California to entrepreneurial parents who instilled the value of creating personal connections in business relationships. He graduated from California State University, Fresno with a Bachelor of Science degree in Marketing.

He is a decorated Naval Flight Officer who served on active duty for ten years and spent five years in the reserves as a Lieutenant Commander. Keith was a Mission Commander in the P-3C Orion aircraft and served in the Gulf War during Operation Southern Watch as a Tactical Action Officer aboard the USS Independence (CV62).

Keith and his college sweetheart have been happily married for 40 years and have two sons who are graduates from the University of Oregon. Keith and Susan joined the greatest club on earth in 2018 when they became grandparents. His leisure pursuits include spending time with family & friends and enjoying the great outdoors.