Keith Petrus

Background

About Keith Petrus

Keith's wealth management approach focuses on understanding client’s financial, professional and personal goals, so I can provide tailored guidance and the appropriate advice. His clients include uniquely successful individuals, multi-generational families and nonprofits, with a special emphasis on business owners. Prior to joining Morgan Stanley in 2014, Keith worked at UBS Private Wealth Management, and Dominick & Dominick LLC, a boutique wealth management firm focusing on financial planning for families trying to achieve financial independence. Keith received a B.A. degree in Business Administration from Roanoke College. Keith is a member of the Investments and Wealth Institute, a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Keith also successfully completed the Certified Private Wealth Advisor Education program at the University of Chicago Booth School of Business. Keith is the President of the Board of Statement Arts, a non-for-profit organization dedicated to bringing the creative and visual and performing arts to underserved and low income individuals in the New York Metro area. Keith and Statement Arts are proud of their 100% college placement success rate. Keith and his wife spend weekends at their home in Litchfield, CT. Keith enjoys playing golf, travelling, and fly fishing.