Wat Keys, CFP®, CRPS®
Wat entered the financial services industry in 1983 as a financial planner. For the past 16 years, Wat has specialized in corporate retirement plans, adding his considerable expertise to his clients’ organizations as a trusted partner.
Wat is a graduate of UNC-Greensboro. He holds a series 7 securities registration with LPL Financial, is a Certified Financial Planner, and a Chartered Retirement Plan SpecialistSM. Wat is a member of the American Society of Pensions Professionals and Actuaries (ASPPA), and regularly attends ASPPA conferences to keep up with the latest pension developments. He is a member of the Financial Planning Association, where he served on the board for seven years, and provided stewardship as president of the local North Carolina chapter.
Wat is passionate about helping business owners and employees get the most out of their retirement plan. Clients need someone who is trustworthy and competent, and he is honored that his clients trust him with their life’s savings.
A native North Carolinian, Wat grew up in Greensboro and moved to the Raleigh area after college. He and his wife, Vania, have two sons, Joseph and Benjamin. The Keys are active in the local Juvenile Diabetes Research Foundation.