KEITH LYNCH
Manager of Investment Services
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214.420.7171 | keith@triwealthllc.com
Keith joined the Tri Wealth Family in October of 2022 as the Manager of Investment Services and a Registered Service Assistant.
Keith attended the University of Massachusetts (Amherst) and currently holds FINRA Series 7 and 63 Securities Licenses. Keith commenced his Financial Services career in 1993 and has worked in a variety of roles, including brokerage & mutual fund Client Service, assisting High Net Worth Clients, and supporting employer-sponsored 401k retirement plans.
When away from the office, he enjoys spending time in the “Great Outdoors.” He was awarded Canoe & Kayak’s “Spirit of Adventure” award for his epic 4000-mile canoe voyage from Montana to Dallas in 2014.