Keller Executive Search Case Studies

We are pleased to showcase placements that exemplify our passion for search.

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Associate Advisor for a $250M Single-Advisor Charlottesville RIA
Wealth Management

Associate Advisor for a $250M Single-Advisor Charlottesville RIA

The offer was accepted, the letter was signed and returned, and background checks were completed with no problem. Keller Executive Search has placed a licensed Associate Financial Advisor with a boutique independent practice that is built entirely on personal client relationships. The principal got an extra pair of hands in the room, someone who was ready to carry client advisory work from day one.