Keith

Baier, CFP®

Vice President, Investments

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Keith

Before joining Moors & Cabot in 2022, Keith worked for 11 years at Morgan Stanley Smith Barney and 10 years at Wells Fargo Advisors. Keith helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Keith helps clients develop and implement strategies for building wealth and realizing their goals. His mission is to provide financial advice and guidance - with the highest level of professional service - in building and preserving wealth for his clients. Keith will work with you, one on one, to design investment strategies targeted to your specific needs and goals.


Keith holds a bachelor's degree in biochemistry from SUNY Geneseo where he was a member of the Sigma Phi Epsilon fraternity. With an emphasis on continuing education, he has also earned the certified financial planner practitioner certification from the College for Financial Planning in 2005. Keith and his wife, Leslie Appel, DVM, live in Ithaca, New York with their children Bailey (15) and Boden (14), where they are active in the community. Most weekends are spent coaching 20+ 8th graders with the TC HOOPS basketball program.  Keith is an avid outdoorsman; other areas of interest include gardening, cooking, downhill skiing and golf.  Keith also enjoys watching Bailey perform as a Principal Dancer with the Ithaca Ballet.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

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