“A goal without a plan is just a wish.”
David is Managing Partner of the Keator Group. Since joining the practice in 1998 he has focused on leading the group’s strategic direction, client relationship management, operational excellence, and long-term growth initiatives.
As a second-generation leader David is focused on building a legacy focused on fostering long-term relationships with individuals, families, and businesses with the goal of dream making and problem solving.
David earned a Bachelor of Arts in Economics from Fordham University in 1985 and a Master of Arts from the State University of New York at Albany in 1991. He holds FINRA Series 7, Series 63, and Series 65, as well as his insurance licenses and has earned several respected professional credentials, including Certified Estate and Trust Specialist (CES), Certified Plan Fiduciary Advisor (CPFA), and Certified Exit Planning Advisor (CEPA).
Throughout his career, David has been recognized as a respected educator and speaker within the financial services industry. He is frequently invited to lecture on financial planning, fiduciary responsibility, and business succession planning, and has shared his insights with Fortune 500 companies and the Federal Reserve Bank.
Beyond his professional responsibilities, David is deeply committed to community engagement and financial education. He serves as a member of the Massachusetts Governor's Economic Advisory Council and remains actively involved in educational, advisory, and community-focused initiatives. Through both his professional and community leadership, David continues to uphold the values of service, trust, and excellence that have defined his family's business for generations.
David, his wife Joanne, and their dog, Nasdaq, split their time between the Berkshires in Western Massachusetts and Cape Cod. With his children now actively involved in the business, David is proud to see the firm continue to grow as a true family legacy.
Raymond James is not affiliated with the above organizations and/or charitable causes.