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Wat Keys, CFP®, CRPSVice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Wat joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Wat served as a retirement plan specialist with LPL Financial and has worked in the industry since 1984.

EDUCATION

  • Bachelor of Arts degree in studio art from the University of North Carolina at Greensboro

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Plans Specialist (CRPS)

MEMBERSHIPS

  • Member of the American Society of Pension Professionals and Actuaries (ASPPA)
  • Member of the Financial Planning Association (FPA)

AWARD AND RECOGNITIONS

  • 2018 Financial Times 401 Top Retirement Plan Advisor

Personal Profile

Hometown:
Greensboro, NC
Favorite Book or Movie:
A Christmas Carol and Lord of the Rings
Ideal Dinner Guest:
Leornardo Da Vinci, Arnold Palmer, and Albert Schweitzer
Words to Live By:
In a gentle way, you can shake the world.
Qualities I Admire in People:
Honesty, tenacity, and a sense of humor
Favorite Philanthropy:
Juvenile Diabetes Research Foundation