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Advisors / Florida / Ormond Beach
40yrs

Keith Storms

Financial advisor at Storms & Rowdon Financial Services

Keith Storms is a fiduciary financial advisor in Ormond Beach, Florida, with 40 years in the industry. After nine years at Stonex Advisors and five years at Intl Advisory Consultants, Keith joined Storms & Rowdon Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 104 advisors with offices in Ormond Beach, and one of 98 fiduciaries.

Ormond Beach, FL 32174Top 4% by experience in FloridaFiduciary advisor
Call the officeDirections

At a glance

Experience40 years (since 1986)
How that compares ?Top 4% by experience in Florida
Office1230 U.S. Highway 1, Suite 5, Ormond Beach, FL 32174
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$607,404
Advisors at the firm3
States licensed ?2 states

Services through Storms & Rowdon Financial Services

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2016 – 2025
  3. 2011 – 2016
    Intl Advisory Consultants Inc.Previously
  4. 2007 – 2011
  5. 1991 – 2007
    Morgan Stanley DW Inc.Previously

Questions to ask Keith

Tailored to Keith’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Keith

How do I contact Keith?

Call Storms & Rowdon Financial Services at (386) 677-0191 and ask for Keith Storms. Keith works from the Ormond Beach, FL office.

How long has Keith been a financial advisor?

Keith has been in the industry since 1986, about 40 years. Top 4% by experience in Florida.

What licenses does Keith hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Keith a fiduciary?

Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Keith paid?

Storms & Rowdon Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Keith for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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