Stifel | KB Wealth Management Group

CONNECT

Address:

20 William Street, Suite 330
Wellesley, MA 02481

Phone:

(781) 239-2811

Fax/Other:

(781) 239-2850

Keith Wesley Blades, AAMS®, CRPC® Vice President/Investments, Stifel | KB Wealth Management GroupKeith Wesley Blades, AAMS®, CRPC®
Vice President/Investments

Keith, has been advising clients since 2004 when he began his career with A.G. Edwards & Sons, Inc. in Portsmouth, New Hampshire.  Since then, Keith has returned to his home state of Massachusetts initially joining Banc of America Investment Services, Inc. and later becoming Vice President of Investments with Merrill Lynch.

A native of Sudbury, Massachusetts, Keith attended both the Fay School and Governor Dummer Academy before earning his BS in Business Administration from Northeastern University.

Keith holds his Series 7, 66, and Life, Health, and Variable Insurance licenses.  In addition, Keith also has formal training in both asset allocation and retirement planning and currently holds the AAMS® (Accredited Asset Management Specialist™) and CRPC® (Charterd Retirement Planning Counselor™) certifications.

Today, Keith and his wife Erica live in Ashland with their son Keigan and daughter Bria and enjoy traveling and the outdoors.  Keith is also an avid golfer and enjoys coaching youth lacrosse.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck