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Bradley Keene, MBA, CFP® Thumbnail

Bradley Keene, MBA, CFP®

SR. Wealth Management Advisor

Brad is one of our most experienced advisors, and is dedicated to serving clients with integrity and unbiased advice. He works closely with clients to uncover their specific needs and objectives, then develops and implements a customized investment and retirement plan.

Since 2015 he has served as the Portfolio Manager for the Visionary Dividend Stock Model. This concentrated model focuses on individual, high-quality, dividend-paying stocks. Brad has served on the Visionary Investment Committee since 2015 and spent several years helping Visionary with performance reporting, billing, investment research, and model portfolios.

Brad became fascinated with the stock market as a high school senior and knew he wanted to work in the financial services industry. Since his financial advisory career began in 1996, Brad has helped hundreds of people develop, implement, and monitor their retirement plans. He uses eMoney software to illustrate cash flow projections for his clients, which helps them gain a real understanding of their financial picture. He enjoys the look on a client’s face when their dream for retirement becomes a reality.

Brad was a Partner at Meridian Financial Group for twelve years before the firm merged with Visionary in August 2014. Prior to Meridian, Brad was Vice President and Portfolio Manager at Zemenick & Walker in Clayton, Missouri, from 1996 - 2002. While at Zemenick & Walker, an independent RIA firm with $2.5 billion in assets under management, Brad developed his investment and financial planning skills while working with high-net-worth families and professional athletes. Brad also worked in trust tax planning at Boatmen’s Trust Company in St. Louis.

Brad has a BS in Finance from Eastern Illinois University, an MBA from Saint Louis University, and has been a CERTIFIED FINANCIAL PLANNER™since 1999.

Brad and his wife, Jennifer, reside in Collinsville and have three children, Olivia, Tyson, Macey, and a grandson, Rainer. Brad enjoys working out, playing golf, and watching Fighting Illini and Collinsville Kahok sports. He serves on the board of the Collinsville Area Community Foundation and is on the selection committee for the Collinsville Hall of Fame.

Brad's Team