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Keith Fakhoury, CFP®, CDFA® , CPWA®

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses

NMLS 1622506

Clients I specialize in: Business owners, Executives, Women

It is my pleasure to serve the financial needs of people in Tampa Bay. My experience in the financial industry started in 2012.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy serving as Chair Elect for Champions for Children where we focus on preventing child abuse. I also take the family on cruises every year and love boating on the Hillsborough River.

Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

When you give, you want to ensure your efforts are meaningful. A charitable gifting strategy can help maximize your impact on the people and causes you care about, and address potential tax implications.

From starting conversations with key stakeholders to determining the best structure for a potential sale or transition, we help business owners create a personalized business succession plan.

Contact

941-374-5538

Primary office

225 E Robinson St, Ste 250
Orlando, FL, 32801

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Skills

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Advisors professionals focus on investments, planning and insurance.

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Women and money

U.S. Bank is committed to providing financial advice for women throughout their wealth journey. Explore women and wealth articles, insights and research.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

Working as your partner, U.S. Bank Wealth Management can develop strategies to help you optimize the management, preservation, and growth of your working capital. We do this by:

Understanding your financial goals and what’s important to you
Developing strategies for maintaining access to cash as you explore new opportunities
Using customized credit options that focus on your specific goals
Providing tools that can help streamline your daily banking activities and complement other aspects of your financial life

Wealth Management Bankers advise you on creative ways to manage both your assets and liabilities. This may include custom credit and loans, mortgage services, jumbo loans, home equity lending, secured lines of credit, and loans, including liquid asset secured financing and more.

We’re happy to meet with you virtually or in person. It’s up to you.