UBS Private Wealth Management announced today that Jeremy Keller, a Managing Director and Private Wealth Advisor in the firm’s Las Vegas, Nevada office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.
“We’re incredibly proud to see Jeremy recognized for the high level of service and investment advice he provides to his clients,” said Chuck Powers, Market Director at UBS Private Wealth Management. “He and his team, Montage Financial Group, have achieved great success as multi-generational team dedicated to providing clients with personalized wealth management solutions that address their individual needs and goals.”
Jeremy specializes in providing high-net-worth individuals, families and corporate entities with holistic financial advice and solutions, including liability management, estate planning, tax optimization and philanthropic strategies. In recognition of his dedication to helping clients, he has also been named to the Forbes Best-in-State Wealth Advisors and Forbes America’s Top Next-Gen Wealth Advisors lists for 2022.
An Academic All American college scholarship athlete in golf, Jeremy earned his bachelor’s degree in both Finance and Marketing at California State University, Long Beach, as well as his MBA from the University of Nevada, Las Vegas.
The Montage Financial Group at UBS has offices in Nevada, Colorado and Nebraska. The 25-person team focuses on guiding generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. The team was recently named to the Forbes Best-In-State Wealth Management Teams list for 2023 and the Barron’s Top 100 Private Wealth Management Teams list for 2022.
The 2023 Financial Planning Top 40 Brokers Under 40 generate nearly $205 million in annual revenue combined and oversee $40 billion in client assets. The rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year. The ranking is based on quantitative factors and is not necessarily related to the quality of the investment advice.
For the full list and further information, visit: https://www.financial-planning.com/list/these-are-the-top-40-brokers-under-40-in-2023.
Notes to Editors
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