Chief Compliance Officer
- Sweet Briar College, A.B., 1970
- Georgia State University, M.B.A., 1984
Ms. Keister serves as Chief Compliance Officer for Advocacy Wealth Management. Her experience in the financial industry spans over 50 years, with the past 19 years dedicated to serving in the role of Chief Compliance Officer for Montag & Caldwell, which became an Advocacy Wealth Company in August 2024. In addition to compliance, her experience also includes equity, fixed income, options and futures trading. Prior to her affiliation with the Montag & Caldwell brand, she managed the office of F & G Institutional Trading, a subsidiary of Sterne Agee, a Southeastern regional brokerage firm. Her professional affiliations include the CFA Institute; and the National Organization of Investment Professionals (NOIP), past Chairman.
