Member Directory

Daniel L. Keane, AEP®, CTFA

investment
Assistant Vice President
CBT Investment Services
9585 William Penn Hwy
Huntingdon, PA 16652

Phone: 814-643-0350
Cell: 814-380-4405
Additional Information:

~~Daniel Keane
AEP®, CTFA

More than 30 years of experience building, managing, and deepening the ongoing fiduciary relationships of clients and families of significant wealth, by providing integrated and collaborated wealth management and estate planning recommendations to meet clients’ needs, with an expertise in:

 

  • Wealth Preservation and Protection Strategies
  • Charitable and Philanthropic Gift Planning
  • Client Relationship Management
  • Personal Trust Administration
  • Business Succession Planning
  • Generational and Estate Planning
  • Retirement Asset Protection and Preservation Planning

 

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