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Wat Keys

Picture of Wat KeysWat Keys, CFP®, CRPS®
401k / Retirement Plan Consultant

Wat entered the financial services industry in 1984 as a financial planner. For the past 20+ years, Wat has specialized in corporate retirement plans, adding his considerable expertise to his clients' organizations as a trusted partner.

Wat is a graduate of UNC-Greensboro. He is a CERTIFIED FINANCIAL PLANNER™ certificant, and a Chartered Retirement Plan Specialist℠. Wat is a member of the American Society of Pension Professionals and Actuaries (ASPPA), and the Triangle Benefits Forum. He is also a member of the Financial Planning Association, where he served on the local board for seven years which included a year as president of the local North Carolina chapter. Wat regularly attends national retirement plan advisor conferences to keep up with the latest developments in plan design, employee communication, investment portfolio design, fiduciary management, and fee disclosure and benchmarking.

Wat is our "401k Geek" and is passionate about helping business owners and employees get the most out of their retirement plan. Clients need someone who is trustworthy and competent, and he is honored that his clients trust him to help build and protect their nest eggs.

A native North Carolinian, Wat grew up in Greensboro and moved to the Raleigh area after college. He and his wife, Vania, have two sons, Joe and Ben. The Keys are active in the local Juvenile Diabetes Research Foundation chapter.

Wat Keys is not associated with LPL Financial. 

 

 

 

 

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