ModernWealthConcepts LLC

CONNECT

Address:

413 Johnson Street
The Archways Suite
Jenkintown, PA 19046

Phone:

(215) 782-1877

Keith M. Donnell

Keith M. Donnell

President and Founder

"Think of me as your financial guide. You tell me where you want to go.....what you would like to accomplish with your financial resources and I will help you get there."

Keith Donnell, president and founder of ModernWealthConcepts LLC has more than 30 years of experience working directly with individuals and families as their personal financial counselor.  He is a frequent speaker and educator on various topics in personal financial management.  He regularly partners with both for-profit and non-profit organizations to conduct Retirement Planning, Financial Literacy, and Personal Financial Management workshops and seminars for the American workforce.

Keith began his financial services career in 1987 as a Senior Financial Consultant at Merrill Lynch & Company in the greater Philadelphia area where he spent seven years. After leaving Merrill, he spent 12 years at Banker's Trust Company in Manhattan (and its subsequent acquirer, Deutsche Bank) as a Director.  During that time Keith worked as a financial adviser to the clients of the Global Private Bank in the U.S., Latin America, and Europe. He then spent three years with the Los Angeles based Capital Guardian Trust Company as a Senior Vice President and Financial Counselor to nonprofit institutions and high-net-worth families primarily in the U.S.

Keith earned an MBA from the Haub School of Business at Saint Joseph's University where he is also an Adjunct Professor of Finance specializing in Financial Planning Topics such as: Investment Theory & Portfolio Management, Retirement Planning, Estate Planning, Employee Benefits Administration, Capital Markets & Financial Institutions, and Personal Risk Management & Insurance.

Keith earned a B.S. in Accounting (cum laude) from La Salle University in Philadelphia.  He holds the Certified Financial Planner Professional designation by the Certified Financial Planner Board of Standards Inc. He is a member of Beta Gamma Sigma, the international honor society for collegiate schools of business.

Keith received an honorable discharge from the United States Marine Corps.

Mobile Phone (215) 782-1877
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck