Kevin M. Keefe, CFA
Login to view DISC.Accomplished C-suite executive with over 30 years in wealth management. As President and COO of Independent Financial Group, he empowers financial advisors through strategic growth and operational excellence. A CFA charterholder, he earned his BS from Suffolk Universitys Sawyer Business School.
Colleagues describe him as an intuitive, bright, and skilled professional with great leadership and integrity, who is an expert in utilizing technology to assist in the sales process.
He led the full-scale modernization of Realta Wealth, a 30-year-old firm, which included a complete rebrand and the development of a new executive leadership team.
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