Jeffrey Keiser in

Jeffrey Keiser

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Chief Legal Officer at Archford Capital Strategies
📍 Kansas City, Missouri, United States

Jeffrey Keiser is the Chief Legal Officer and Director of Family Office Services at Archford Capital Strategies, specializing in tax, estate, and charitable planning for high-net-worth families. With over 20 years of experience, he leverages his JD from the University of Missouri-Kansas City to provide comprehensive wealth management and legal counsel.

He has a keen interest in the financial sector, closely following major firms like Deloitte, PwC, and Northern Trust, as well as publications such as The Wall Street Journal to stay abreast of market trends and insights. His professional focus involves coordinating complex financial services for multi-generational families.

Jeffrey frequently presents educational seminars on sophisticated estate and tax planning topics to clients and other attorneys.

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Experience
37 Years
Current Role
Chief Legal Officer
Job Level
Leadership
Location
Kansas City, Missouri, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jeffrey cares about

Charitable Giving
He actively advises clients on achieving philanthropic goals and shares strategies like using Qualified Charitable Distributions for tax-efficient donations.
Estate & Tax Planning
As a core part of his role, he coordinates the delivery of complex estate and tax planning services for affluent clients.
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Career

Work history

9-2023
Chief Legal Officer
Archford Capital Strategies
5-2022
Director of Family Office Services
Archford Capital Strategies
2-2004 - 5-2022
Wealth Strategist
Bank of America Private Bank
9-2001 - 2-2004
Wealth Planning Specialist
Merrill Lynch
12-1995 - 9-2001
Sr. Vice President & Trust Counsel
Edward Jones Trust Company
In the press

Media appearances

Jeffrey D. Keiser - Archford Capital Strategies. Featured in Archford Capital Strategies (official website)
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Archford Capital Strategies adds tax and retirement specialist. Featured in IBJ Online
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Education
1982 - 1985
JD
University of Missouri-Kansas City School of Law
1990 - 1991
CFP
College for Financial Planning
1978 - 1982
BA
University of Missouri-Kansas City
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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