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Keith Truex

Here to act in your best interests

About me

I have learned so much working in the financial industry over the past 25-plus years, and I am honored and proud to be able to share my knowledge with clients to help them learn and achieve their financial goals.


Certified Investment Management Analyst®


Bachelor of Arts, Richard Stockton University of NJ

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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New York IV - Red Bank

328 Newman Springs Road
Suite #1
Red Bank, NJ 07701

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning