Vice President, Investments
Erik O’Keefe is a Vice President, Investments with Moors & Cabot’s Lockport, NY office. A veteran of more than 15 years in the financial services industry, Erik works with his clients to build and implement a sound financial plan that encompasses their investments, protection plan, retirement cash flow strategy, and legacy plan.
Erik is a Certified Financial Planner® and holds Certification for Long-Term Care. He is a graduate of Newfane High School and the University of Buffalo. He and his wife, Cris, reside in Lockport and are active members of Hartland Bible Church.
Background and qualification information is available at FINRA's BrokerCheck website
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