Keith R. Whitman,  CFP<sup>&reg;</sup> - Financial Advisor

Keith R. Whitman, CFP®

Financial Advisor

Morgan Stanley Wealth Management

225 108th Ave NE, Ste 800
Bellevue, WA 98004
(425) 453-7232

General

Keith Whitman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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