Private Wealth Management

Keith Westmoreland

Vice President

Direct: (479) 286-0203

Philosophy & Approach

Keith joined the Private Client Group team in 2009 and has over 15 years of industry experience. Keith and his partners, Jay Brain and Mark Dutton, work closely in order to get a broad perspective of a client’s immediate and overarching financial aspirations. Speaking about his team’s approach Keith says, “Partnership is key to our day-to-day business operations and that begins with the partnership we develop with clients. We work in tandem with our clients in order to evaluate current financial decisions, such as financing a second home, as well as providing sound advice for the future, such as retirement.”

Mary Snook, a sales assistant with over 30 years of administrative experience in the financial industry, supports Keith.

Experience & Education

Prior to joining Stephens, Keith was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Keith graduated from the University of Arkansas with a Bachelor of Science in Business Administration. He is also a graduate of Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.

Personal

As a native of northwest Arkansas, Keith is very passionate about his community. He currently serves on the board of LEAP (Law Enforcement Assistance Program), an organization that provides financial assistance to law enforcement. He previously served as a Commissioner on the City of Rogers Parks & Recreation Board. 

Keith and his wife, Teresa, have two children, Whitley Claire and William Weldon. In his spare time, he enjoys DIY projects, golf and sports in general, along with spending time with his family.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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