Wealth Management Associate
Phone (904) 280-2028 Ext 246
Fax (904) 280-1602
Toll-Free (800) 965-5554
Keenan joined the growing financial services team at Montoya & Associates after recently finishing his Master’s in Business Administration from the Crummer School of Business at Rollins College, with concentrations in economics and finance. He interned at Montoya for two consecutive summers while he was finishing his Master’s degree. From his attention to detail to his friendly and outgoing personality, Montoya & Associates was eager to hire him on full-time.
Keenan joins Montoya & Associates as a Wealth Management Associate focused on helping clients leverage personal financial management software and systems. He will guide and assist clients with utilizing investment and financial planning platforms that facilitate sound investing decisions, provide portfolio transparency and effective risk management.
Keenan is a Jacksonville native and enjoys playing golf and watching Jaguars football. He also loves to help his community through volunteer projects with Habitat for Humanity.