Senior Moments | Episode 10: Keith Smith, a financial quarterback
Brad and Heather talk money and planning with Morgan Stanley adviser, Keith Smith. From college to retirement, there are many overlaps between the kind of support we provide families. Attorneys and financial advisers often work together to provide a full circle of support, and Keith considers himself a “financial quarterback” who helps ensure that your finances are one less thing to worry about during transitions and stressful phases of family life.