Keith Saunders

Winthrop Parners EPA, LLC
100 Mechanics Street, 1st Floor
Doylestown, PA 18901

Keith joined the Doylestown office in 2023 after spending five years in the personal lines division of a national insurance company. He is currently pursuing his securities license while learning the fundamentals of the wealth management business. He regularly audits discussions with the firm’s clients and prospects concerning their investment and planning questions and concerns.

What are your goals for your clients?

My goal at Winthrop Partners is to assist the team in their helping clients best understand their financial position. Straight-talk can translate even complex issues into easily digestible explanations that make conversations more productive. When a person fully understands a situation, they can make better decisions and emotionally feel less stress and more confident.

What experience and credentials do you have?

I’ve previously worked in the insurance industry and held Life, Accident & Health, as well as Property & Casualty insurance licenses. Currently, I am pursuing my Series 65 securities license while I learn the fundamentals of the wealth management business.

What community organizations do you support or belong to?

I am a member of the Bucks County Estate Planning Council as well as the Union League of Philadelphia.

Can you give us a glimpse of your personal life?

I was born and raised in Doylestown, Pennsylvania – Outside of work I enjoy traveling, skiing, skeet shooting, and spending time with friends and family.