Michael O'Keefe
Managing Director
Financial Advisor
Private Client Group
Managing Director
Financial Advisor
Private Client Group
10 Franklin Road, SE
Roanoke, VA 24011
About me
Background
Michael O’Keefe is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 22 years of financial services, retirement planning, and investment management experience. He focuses on advising on the development and implementation of cost-effective, progressive investment strategies to help clients address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Business Management, BS
Furman University
1986
Personal Interests
While earning his BA at Furman University Mike played and Captained the Men's Golf Team. Mike, his wife, Chris, and sons Patrick & Harrison are long time Salem residents and enjoy spending time outside playing golf and tennis.
