Keith Glaser has been developing individual financial strategies and providing investment consulting services for nearly 20 years. Formerly a financial advisor with Merrill Lynch and Morgan Stanley, he joined a boutique independent firm in 2009 where he was named a managing partner. Seeking more of a challenge, Keith followed his entrepreneurial spirit by becoming the Co-Founder and Managing Director of KASE Wealth Advisors in Tampa, Florida.
Throughout his career, his practice has focused on assisting individuals and business owners with their financial needs from investment portfolio management to retirement planning.
His passion about investments and the capital markets have led him to use a more hands-on approach when establishing financial strategies for clients. Each investment idea is catered around the unique needs of each person's financial situation and risk tolerance level. His knowledge and experience is essential to help individuals navigate through the complexities of all types of investment opportunities.
He utilizes resources within KASE Wealth Advisors, other community professionals, as well as outside money managers through our partnership with Fidelity Investments and J.W. Cole Financial. This flexibility allows Keith to have a non-biased opinion and provide recommendations designed for capital appreciation and wealth preservation.
Mr. Glaser takes pride in his integrity, professionalism, and dedication to the service of his clients. He supports fundraising activities for nonprofit organizations such as Friends of Joshua House, Boys and Girls Club of Tampa Bay, and the Michael J Fox Foundation for Parkinson's Research.
Keith graduated from the University of Florida in 2000 with a bachelor's degree in business administration, with majors in finance and economics. He holds Series 7, 66, 31 and life, health, and variable insurance licenses.
Born and raised in Sarasota, Florida, Keith now resides in South Tampa. In his spare time, Keith is an avid golfer and enjoys time with friends and family. He is also active with Leadership Tampa Bay and the University of Florida Alumni Association.