Wat Keys, CFP®, CRPS®

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

  • Greensboro, NC
  • A Christmas Carol and Lord of the Rings
  • Leornardo Da Vinci, Arnold Palmer, and Albert Schweitzer
  • In a gentle way, you can shake the world.
  • Honesty, tenacity, and a sense of humor

Financial Advisors

Wat is a retirement plan advisor based out of Raleigh, NC.

Wat joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Wat served as a retirement plan specialist with LPL Financial and has worked in the industry since 1984.

Education

  • Bachelor of Arts degree in studio art from the University of North Carolina at Greensboro

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Retirement Plan Specialist℠

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2018 and 2019
  • National Tax-Deferred Savings Association (NTSA) Elite Advisor Award | 2019
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)

Memberships

  • Member, American Society of Pension Professionals and Actuaries
  • Member, Financial Planning Association

News & Resources

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