Keith D'Agostino

Senior Managing Director - Financial Advisor

Keith D'Agostino's career in the financial sector is a sterling example of commitment, expertise, and integrity. His professional journey, which began at age 21, has seen him ascend to Senior Managing Director Financial Advisor. This position reflects nearly three decades of dedication to the industry. His profound understanding of financial regulations is evidenced by his attainment of essential industry licenses, including Series 7, 63, and 24, highlighting his commitment to upholding high professional standards.

A graduate of Hofstra University in New York, where he earned his BBA degree, He distinguished himself through academic excellence and leadership potential. Raised in an Italian-American family in New York, his upbringing imbued him with a rich cultural understanding, significantly shaping his professional approach and personal values.

Professionally, he is lauded for his robust ethical standards and client-centered approach. His adept handling of the finance industry's complexities has earned him the trust and respect of clients and the admiration of his peers, establishing him as a trusted advisor in the field.

Beyond his professional life, he is deeply committed to his family, adeptly balancing his demanding career with his roles as a loving husband and father to five children. This commitment demonstrates his belief in the importance of personal fulfillment alongside professional success.

His passion for sports, particularly baseball, goes beyond mere interest, extending into his dedication to coaching young athletes for over a decade. Through this commitment, he imparts sports skills and essential life lessons in discipline, teamwork, and perseverance.

Furthermore, his involvement with the East Woods School board as a member and treasurer underscores his commitment to education and community service. These roles reflect his dedication to positively impacting society and his belief in the transformative power of education.

Keith's journey is an inspiring narrative of achieving professional success while maintaining a fulfilling personal life. His story is a testament to a harmonious blend of financial acumen, family devotion, community service, and ethical leadership, serving as an exemplary model for those aspiring to a balanced and impactful life.
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