Shawn 'O''Keefe'

Founder | Managing Director | Sr. Wealth Advisor at Summit Wealth Strategies - Chesterfield, MO, US

Shawn 'O''Keefe''s Colleagues at Summit Wealth Strategies
Van EA

Owner, Tax & Wealth Advisor

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Erica Garzia

Chief Compliance Officer/Director of Compliance and Operations

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Matthew Lemke

Branch Manager/Financial Advisor

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Deborah Edwards

Senior Financial Consultant

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Sarah Warren

Client Review Manager

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Allison Fuehne

Financial Consultant

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Keith Fedor

Financial Advisor

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Shawn 'O''Keefe''s Contact Details
Email (Verified)
***@swsllc.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Company
Summit Wealth Strategies
Shawn 'O''Keefe''s Company Details
Summit Wealth Strategies logo, Summit Wealth Strategies contact details

Summit Wealth Strategies

Chesterfield, MO, US • 20 - 49 Employees
Financial Services

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can't buy and death can't take away.We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you.Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.

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Frequently Asked Questions about Shawn 'O''Keefe'
Shawn 'O''Keefe' currently works for Summit Wealth Strategies.
Shawn 'O''Keefe''s role at Summit Wealth Strategies is Founder | Managing Director | Sr. Wealth Advisor.
Shawn 'O''Keefe''s email address is ***@swsllc.com. To view Shawn 'O''Keefe''s full email address, please signup to ConnectPlex.
Shawn 'O''Keefe' works in the Financial Services industry.
Shawn 'O''Keefe''s colleagues at Summit Wealth Strategies are Van EA, Erica Garzia, Matthew Lemke, Deborah Edwards, Sarah Warren, Allison Fuehne, Keith Fedor and others.
Shawn 'O''Keefe''s phone number is N/A
See more information about Shawn 'O''Keefe'