Our Qualifications

John T. Keeney, LUTCF is the President of Quantitative Wealth Management.  Mr. Keeney earned his bachelor’s degree in finance from the University of Florida's Warrington School of Business with an emphasis on investment and investment analysis. He holds many securities registrations including:

  • Series 7 (Full Registration/GeneralSecurities Representative)
  • Series 24 (General Securities Principal)
  • Series 65 (Investment Advisor)
  • Series 63 (Securities Agent State Law)
  • IAR (Investment Advisor Representative under Voya Financial Advisors Registered Investment Advisor)

In addition, Mr. Keeney has extensive knowledge in the areas of:

  • Business insurance planning
  • Developing and Designing Corporate Benefits
  • Personal Financial Planning
  • Capital Management
  • Wealth Preservation
  • Estate Planning
  • Retirement Planning
  • Non-qualified Deferred Compensation

 

We use a team approach when enrolling and communicating benefits to your employees. Mr. Keeney designs and monitors the entire process always communicating feedback to the employer.