Bradley Keene, MBA, CFP®

COLLINSVILLE IL

SR. WEALTH MANAGEMENT ADVISOR

Brad is one of our most experienced advisors, 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 plan.

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. Brad uses eMoney software to help clients visualize potential cash flow scenarios*, which can enhance their understanding of their financial picture. He enjoys the look on a client’s face when clients gain confidence in their retirement plan.

Brad was a Vice President at Meridian Financial Group for 12 years, prior to joining Visionary in August 2014. Prior to joining Meridian, Brad served as Vice President and Portfolio Manager at Zemenick & Walker in Clayton, Missouri, from 1996 to 2002. While at Zemenick & Walker, an independent RIA firm with $2 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 is a CERTIFIED FINANCIAL PLANNER™.

Brad and his wife, Jennifer, reside in Collinsville, have three grown children, and one grandchild. In his spare time, Brad enjoys working out, traveling, and playing golf.  He is an avid supporter and fan of the Collinsville Kahoks and Fighting Illini. He serves on the board of the Collinsville Area Community Foundation and is on the Collinsville Hall of Fame Selection Committee.

*These projections are hypothetical and should not be considered guarantees of future results.

Brads Team:
Devon Parrill
Carter Hayes