Stephen Keller

Stephen Keller - CASL®, CLU®, ChFC®, LUTCF, RHU®, CFP®

Financial Services Representative

Visit my web site!

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6158
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY
To help provide greater peace of mind, quality of life and financial dignity for the customers we serve, through a goal oriented, client driven process. My personal goal is to become a lifetime resource for each and every client.

MY MISSION
To provide superior guidance and tax efficient financial strategies encompassing risk protection, investments and wealth management solutions specifically designed for the affluent.

PRODUCTS AND SERVICES

  • Stocks & Bonds
  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Professional Designations: CFP® LUTCF, CLU®, ChFC®, CASL, RHU®
  • Licensed to sell Life & Health Insurance in Florida and Life Insurance in California
  • Registered to offer securities products in Florida

PERSONAL

  •  12 years of industry experience
  •  Sarasota resident 22 years
  •  Family: Son; Matt, Daughter, Jacqueline
  •  Tennis enthusiast

ORGANIZATIONS

  •  Member of Sarasota Association of Insurance and Financial Advisors
  •  Member of National Association of Insurance and Financial Advisors
  •  Member Longboat Key Chamber of Commerce
  •  Member Syracuse Univ. Alumni Assoc.

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC). Securities and Investment Advisory Services offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC) a Registered Investment Advisor. EGA, MLIC & MSI are MetLife companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. L0611190899[exp0812][FL]