Morgan Stanley
43yrs
Top advisor by experience in Marco Island
6yrs
Keith Embree
Full name on record: Keith Thomas Embree
Financial advisor at Raymond James & Associates
Based in Marco Island, Florida, Keith Embree is a financial advisor with 6 years of industry experience. Keith joined Raymond James & Associates in 2025, after less than a year at Mercer Global Advisors and four years at Raymond James Financial Services Advisors. Keith holds the CFP® designation.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office606 Bald Eagle Drive #401, Marco Island, FL 34145
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Nov 2025 – nowRaymond James & Associates, Inc.Current firm
- Aug 2025 – Nov 2025Mercer Global Advisors Inc.Previously
- 2021 – 2025
Contact Keith
Local office(239) 389-1041Ask for Keith. (727) 567-1000Main office · St. Petersburg, FL 606 Bald Eagle Drive #401Marco Island, FL 34145Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keith
How do I contact Keith?
Call Keith’s local office at (239) 389-1041 or the Raymond James & Associates main office at (727) 567-1000, and ask for Keith Embree.
How long has Keith been a financial advisor?
Keith has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Keith hold?
Series 63. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Keith paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
Wealth Enhancement Advisory Services
43yrs
Top 2% by experience in Florida
Lynn H. ORR Capital Management Group
43yrs
Top 2% by experience in Florida
Morgan Stanley
41yrs
Top 3% by experience in Florida
Edward Jones
41yrs
Top 1% by experience at Edward Jones
Wells Fargo Advisors
41yrs
Top 3% by experience in Florida