Gerald P. Keyes, CPA/PFS, CFP®, CMA, MBA is our Director of Compliance and Operations. A graduate of Stetson University with a BBA in Accounting, he also holds an MBA from the University of Central Florida. He is a Senior Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC. It is his responsibility to ensure our firm is providing our clients with quality innovative financial strategies to meet their financial planning and investment goals and objectives. He serves as one of the investment committee members for the firm's discretionary asset management program. Also, as a CPA for more than 35 years, he is involved in strategic tax planning for his clients at Keyes, Stange & Wooten, CPA Firm, LLC as well as developing integrated strategies for tax-advantaged investing and wealth management for both individuals and corporations. He currently serves on the Board of Directors of Intracoastal Bank. Jerry and his wife, Sherry, live in Ormond Beach, FL and have one son, John, a graduate of the NYU Stern School of Business.
Gerald P. Keyes, CPA/PFS, CFP®, CMA, MBA
Senior Wealth Manager