Keith Saunders
Brochure Supplement: 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. In addition, he holds a Series 65 securities license. Keith regularly audits discussions with the firm’s clients and prospects concerning their investment and planning questions and concerns.
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.
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. In addition, I hold a Series 65 securities license.
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 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.