Keith Boudreau

Financial Advisor

Derry, New Hampshire

Professional Profile

Call Me When

Call Me When... A business owner's Trusted Advisor needs to develop a post-sale investment plan

Contact Method

Keith.Boudreau@EdwardJones.com

Profession

  • Consultant
  • Wealth Planner
  • Professional Certifications

    FINRA Series 66 and Series 7. Six Sigma Black Belt

    Functional Expertise

  • Capital markets
  • Employee benefits
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Six Sigma
  • Trusts
  • Business Focus

    Working with individuals and families to improve their financial well-being

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Edward Jones listed as #1 in our industry in 2019 J.D.Power Client Satisfaction Survey

    Membership

    Greater Boston Individual

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Rejoining after one year away... excited to re-connect with friends and colleagues at XPX

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