Keith Spelmon is a happily married father, raising two school-aged boys in Atlanta, GA. Originally from Los Angeles, CA Keith graduated Magna cum Laude from Morehouse College in 1996 and then he earned an MBA from Anderson Graduate School of Management at UCLA in 2001. Keith has spent his entire career as a professional in the financial services industry, having served institutional clients as an Analyst in the Equity Derivatives Division of Goldman Sachs in New York, NY and ultra-high net worth clients as an Associate in the JP Morgan Private Bank in Los Angeles, CA. Keith has also worked as a Financial Advisor in the retail banking divisions of Sun Trust Investment Services and Wells Fargo Advisors. In these “affluent” channels, he was able to provide comprehensive wealth management solutions to a wider audience that truly appreciated and benefitted from his professionalism, integrity and thoughtful approach. Keith is passionate about helping his clients protect, preserve and grow their financial resources so they can enjoy their quality of life and leave lasting legacies.
Morehouse College, Atlanta, GA ('92 - '96) Bachelor of Arts, Marketing
Anderson Graduate School of Management @ UCLA ('99-'01) MBA. Finance
Goldman Sachs & Co. New York, NY Analyst (Equity Derivatives Options/Futures Trader)'96 - '99
JP Morgan Private Bank Los Angeles, CA Associate (Financial Advisor) '01 - '04
Merrill Lynch Atlanta, GA Associate (Financial Advisor) '04 - '05
Sun Trust Investment Services, Atlanta, GA (Investment Consultant) '05 - '10
Wells Fargo Advisors Atlanta, GA (Assistant Vice President - Financial Advisor) '10 - '16
Harmony Grove Wealth Management (Senior Vice - President - Financial Advisor) '16 - '19
Phoenix Asset Advisors (Managing Director - Financial Advisor) '19 - Present
Keith's hobbies include spending time with family, international travel & collecting Egyptian art.