Bethaney Keen is born and raised in Bradenton, FL. She is an Investment Advisor dedicated to helping individuals and families achieve their long-term financial goals. She earned her undergraduate degree in Marketing and went on to complete her MBA at Florida State University, where she was also a collegiate softball player. Her athletic background instilled a strong work ethic, discipline, and team-oriented mindset that she brings to her professional career.
As an Investment Advisor, Bethaney works closely with clients to develop personalized financial strategies. Her role includes portfolio management, retirement planning, risk assessment, research, and ongoing financial guidance. She takes a comprehensive approach to wealth management, focusing on aligning each client’s financial plan with their unique goals, values, and life circumstances. Bethaney also plans and coordinate client events throughout the year.
Beyond her professional life, Bethaney is passionate about developing the next generation of athletes. She runs her own softball coaching business, where she focuses on building skills, confidence, and character in young players. Her dedication to mentorship reflects her broader passion for helping others grow and succeed.
Certifications/Licenses
Series 65
Masters in Business Administration, Florida State 2023