Keenan Crosby, MBA
Client Relationship Manager
I am a Client Relationship Manager at Congruent Wealth, where my primary responsibility is to provide exceptional administrative support for client accounts. With over 6 years of experience in the financial services industry, I specialize in account management and have a deep understanding of the needs and goals of our valued clients.
Before joining Congruent Wealth, I worked at BKS Partners, where I honed my skills in client relations and financial planning. Along my professional journey, I obtained an MBA from Rollins College, which has equipped me with a solid foundation in business strategy and management. Throughout my career, I have obtained several securities licenses, including the Series 7 and 65, as well as the 2-15 license in the state of Florida. These licenses enable me to provide comprehensive financial guidance and support to our clients, ensuring they make informed decisions about their investments.
What truly motivates me is the opportunity to help individuals confidently plan for their retirement and family succession. I find great satisfaction in being able to provide comfort and peace of mind to our clients. Going above and beyond to curate a client experience that helps them achieve the level of financial comfort they seek is a top priority for me.
Currently residing in Jacksonville, Florida, I am an active member of Beaches Rotaract, where I contribute to various community service initiatives. When I'm not servicing clients or volunteering, you can find me on the tennis court or golf course, enjoying these sports that bring both challenge and relaxation. I also have a deep passion for travel, whether it's exploring the natural beauty of the springs on weekend trips or embarking on an adventurous hike through the mountains of Southeast Asia.