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KEVIN R. KEITH, CRPC®, CRPS®

Founder
Senior Wealth Management Advisor

Kevin Keith is the Founder and Senior Wealth Management Advisor of EnVision Financial Group. With more than 30 years of experience in the financial services industry, Kevin helps clients pursue their financial objectives with personalized wealth management and investment strategies designed to help them realize the future they envision.

Kevin specializes in personal portfolio and investment management, financial planning with an emphasis on retirement income, as well as wealth preservation and transfer solutions. He also helps various businesses deliver sophisticated retirement plan solutions for their employees. Trust, understanding and clear communication are the core elements of his approach. He is committed to providing his clients with guidance and solutions that align with their distinct circumstances, priorities and values.

Prior to EnVision Financial Group, Kevin spent 22 years as a Senior Vice President, Wealth Management Advisor and Portfolio Manager at Bank of America/Merrill Lynch. While at the firm, he focused on traditional financial advice, as well as building and managing his own personalized or defined strategies to help clients pursue their goals. He also served in the dual capacity of Senior Resident Director of the Lebanon and Lancaster, PA offices for more than 15 years, where he was responsible for the day-to-day oversight and management of those offices.

During his career, Kevin has perennially been named to his former firm’s President, Chairman, Charles E. Merrill, and Circle of Excellence leadership groups, which recognize high levels of achievement associated with client service, commitment and performance. His leadership and insight were sought in 2003 – 2005 and again in 2016 – 2017 when he served on his firm’s Advisor Council to Management. He and his team have also been recognized by various industry groups for excellence in servicing clients including, PlanAdvisor (2010) and Wealth and Money Management (2015-2017).

Kevin earned a Bachelor of Science Degree in Mineral Economics from The Pennsylvania State University. He currently holds the Chartered Retirement Planning Counselor® (CRPC®) and the Chartered Retirement Plans Specialist® (CRPS®) designations. In addition to upholding the fiduciary standard of care as a Registered Investment Advisor, he also holds the Series 7, 8, 31, 63 and 65 licenses.

Kevin has been extremely active in the community throughout his career. He presently serves on the United Way of Lebanon County Board of Directors where he is a member of Executive Committee, chairs the Strategic Planning Committee as well as serving on the Finance Committee. He also serves as Vice President of the Board of Directors for Lebanon County Christian Ministries where he also chairs the Strategic Planning Committee. Kevin is a Past President and longtime member of the Lebanon Lions Club. His strong desire to educate and inspire youth, led Kevin to volunteer as a coach and mentor not only with his sons’ athletic teams and Boy Scout Troop, but also participate with Junior Achievement and the Boys & Girls Club. He and his wife Maine are active participants in various other community initiatives, volunteering and raising funds for many organizations including American Foundation for Children with Aids, American Cancer Society Relay for Life, and Jack & Jill Preschool. They also actively volunteer with mentoring programs at their church. In his spare time, Kevin enjoys hunting, fishing, hiking and cycling. He and his wife Maine reside in Lebanon and enjoy spending time with their three grown sons, Chris, Brian & Tyler.

KKEITH@ENVISIONFINGROUP.COM
DIRECT (717) 954-8630

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