A financial advisor from Westfield, Indiana, Shaina Jo Keck has worked with Raymond James-Stonecrest Group in multiple roles since 2020. As a financial advisor, she specializes in financial and investment management. Shaina Jo Keck's role involves giving individuals, businesses, and organizations sound financial and investment advice so that they can make informed decisions, manage risk, and achieve long-term goals.
As part of advising clients, she analyzes financial data, assesses clients’ current financial health, and develops plans and forecasts. She creates budgets, predicts future financial trends, and helps clients with resource allocation. She provides guidance on investment opportunities, asset allocation, and portfolio management. She also identifies and mitigates financial risks through insurance and other financial safeguards. When working with businesses, she helps her clients identify areas of unnecessary spending and provides cost-saving measures to increase profitability. Finally, she ensures financial practices are in step with laws, regulations, and industry standards.
Ms. Keck emphasizes understanding her clients’ unique goals and risk tolerance to craft strategies that achieve long-term success. Each of her clients receives comprehensive wealth management solutions tailored to their needs, whether that might be retirement planning, portfolio management, or wealth preservation. Her transparent, client-centric approach to helping clients ensures that their decisions are in their best interest.
Ms. Keck’s experience and training include earning a bachelor's in accounting and finance from Indiana University-Purdue University Indianapolis. She also has SIE Series 7 and Series 66 certifications.