"I love working with people. At heart, I am both a teacher and a coach, which means, I enjoy simplifying complex information and helping people succeed over time. As a practitioner in matters of personal finance, I get to do both of those things for my clients on a regular basis. I believe the most important thing I can do for my clients as a professional is to listen carefully to their concerns and provide them the information they need, in an actionable format, to make smart decision about their money and their future. The services I provide can improve the lives of my clients and their families for generations. I am very sensitive to that responsibility. I intend to continue working closely with my clients for years to come." - Keith Donnell
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.