Catherine Keith

Background

About Catherine Keith

Spartan Advisory Partners has a track record of success in helping advisors find the right opportunity and guiding advisors through the process. Our job is to help you understand the different models available and specific firms. We break down and help you analyze the differences between Rockefeller Capital, Morgan Stanley, Sanctuary, RBC, UBS, Goldman Sachs RIA, and many others. Catherine, a University of North Florida Marketing alum, uses her extensive knowledge in the finance world. Leveraging her robust communication skills and team-oriented approach, she's a driven professional with ambitious goals. Her interest in marketing has led her to Spartan Advisory, where she aims to make a significant impact and support others in their financial endeavors. Our team of experienced professionals is committed to providing unbiased guidance tailored to your specific needs. We understand the unique challenges financial advisors face and work with some of the most prominent names in Wealth Management to offer a range of options, from wirehouse firms to joining or starting an RIA to going hybrid or independent. We do it all!