Keith has provided financial guidance to Morgan Stanley clients since 1985. His primary focus has been the development of comprehensive asset allocation strategies that help meet the investment objectives and are appropriate for the individuals and institutions he works with. Keith’s team, The Fernandez De Souza Group at Morgan Stanley, serves a diverse clientele which includes financial instituti
ons, pension funds and high net worth individuals. Keith received a Bachelor of Arts degree from Florida State University in 1979, and a Master of Science degree from Florida International University in 1984. In 2000, he completed the Morgan Stanley Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. In 2005, he achieved the Morgan Stanley Wealth Advisor designation followed by the International Wealth Specialist designation in 2007. Keith resides in Gulf Stream, Florida, with his wife Karina and their sons Keith, Jr. Disclosures
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Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.