Ian Keller

Ian Keller is an Associate Wealth Advisor at Baron Silver Stevens Financial Advisors, LLC, where he plays an important role in developing, implementing, and refining financial plans and investment strategies tailored to each client’s unique goals and circumstances. His work spans a broad spectrum of wealth management services, including investment planning, tax strategy, cash flow generation, retirement planning, risk management, and estate planning.

Ian began his career in New York City with Forest Hills Financial Group, a boutique firm in Manhattan, where he developed an affinity for educating and empowering clients through the intricacies of personal finance. Ian brings both a solid foundation and a forward-looking perspective to his work. Ian is an advisor with a passion for delivering real impact, he is dedicated to building lasting relationships and helping clients achieve meaningful, long-term financial success.

Ian earned his Bachelor’s degree in Business Management with a concentration in Finance from Stony Brook University. He is a CERTIFIED FINANCIAL PLANNER™ candidate, an Investment Advisor Representative, and holds the Series 7 and 66 securities registrations.

Ian lives in Boca Raton, Florida, and enjoys coaching hockey and spending time with family.