Keith Svendby

President

Keith grew up in Merritt Island, FL and attended Merritt Island High School. Keith’s father was an electrical engineer at Kennedy Space Center, working on both the Apollo and shuttle programs.

Keith attended the University of Central Florida, graduating in 3 years, at the end of 1985. While in school, Keith became a member of the Alpha Tau Omega fraternity. Keith graduated with B.S. in Business Administration with a major in Finance, and a concentration in Financial Services. During his senior year, Keith interned, at then, Dean Witter Reynolds (now Morgan Stanley).

After college, in the Spring of 1986, Keith joined First Investors Corp. First Investors is a Wall Street based mutual fund and insurance company that goes back to 1930. Keith worked at the Winter Park branch of FIC until the fall of 1996. While honing his skills at FIC, Keith trained numerous new reps and developed a clientele of over 200 families.

Keith became an independent financial advisor with the advent of Milestone Financial Services in 1996. Keith and his two partners joined Raymond James in 2000, where Keith assumed the role of branch manager, along with continuing to develop his own book of business.

After more than 10 years with Raymond James, Keith moved his practice over to LPL Financial and Independent Financial Partners in the summer of 2011.  LPL Financial has a huge array of financial products, solutions and investment platforms for Keith’s clients to choose from.

Keith is married with two children. He has five grandchildren. Keith and his wife Brenda enjoy traveling and of course, the grandbabies. Keith is an avid fisherman and salt water aquarium hobbyist. Keith is a Golden Knights Club UCF supporter and follows the Knights sports programs year round.

Registrations held: 7,9,10,24,31,63 with LPL Financial.

Insurance Products offered through LPL Financial.

Phone (321) 972-1475
Fax (407) 644-1480