Keith Woomer

Vice President, Wealth Advisor

Areas of Expertise

Estate Planning

Tax Strategies

Asset Allocation

Philanthropy

Life Insurance

Qualifications & Experience

BA in International Business, College of Charleston
MA in Human Development and Food Security, Università Roma Tre
JD, Charleston School of Law

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St. Petersburg, FL

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Words to Live By

Experience is not what happens to you; it is what you do with what happens to you.

Aldous Huxley

Client Experience Professionals

Soliel Geronimo

Team Members

See Team Page

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About

Keith has spent his career working with family offices, foundations, and trustees to develop planning strategies for generational wealth.

With extensive experience in navigating complex legal and financial frameworks, Keith has cultivated a strong focus on helping his clients successfully structure, execute, and implement complicated planning strategies. Keith previously worked in private law before entering the financial sector.

A licensed attorney, Keith received his JD from the Charleston School of Law, his MA in Human Development and Food Security from the Università Roma Tre, and a BA in International Business from the College of Charleston. He resides in St. Petersburg with his wife and their son; and he enjoys sailing, fishing, and golf.