Keith I. Levitt, CFP Private Wealth Management

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1 Keith I. Levitt, CFP Private Wealth Management

2 Keith I. Levitt, CFP Senior Investment Consultant Private Wealth Management 100 West Road Suite 200 Towson, MD keithlevittfinancialadvisor.com Private Wealth Management Your needs are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want to accomplish. Baird provides a broad pool of research, resources and expertise, which I use to create solutions for you in the following areas: Financial and Estate Planning Retirement and Education Planning Tax Planning Wealth Transfer Charitable Gifting Risk and Liability Management Income Protection Strategies Lending Services Annuities and UITs Investment Management Portfolio Management Comprehensive Advisory Solutions Brokerage Services Alternative Investments Cash Management Robert W. Baird & Co. does not provide tax or legal advice.

3 A partner with your interests in mind. My philosophy focuses on sound investment advice based on understanding and trust. I try to earn that trust by listening, asking and putting my clients interests first. I work with them to establish a disciplined investment policy that balances risk in order to achieve long-term objectives with integrity. I will carefully explore your unique objectives, and develop an asset allocation plan that utilizes all of Baird s resources to select appropriate investments. Once your plan is in place, I regularly monitor performance, communicate progress, and revisit your goals as appropriate. I am dedicated and compassionate about the financial future of my clients as they are going through significant life events. As a result, they have referred their family and friends to me for a partner to help them reach their financial goals. I am interested in building strong, lifelong relationships, one person at a time. I m committed to understanding my client s goals. It enables me to create a personalized investment strategy, set-up their expectations and educate them on what they own and why they own it. When we re all on the same page, we succeed. Keith Levitt, CFP, Senior Investment Consultant

4 Partner for your unique needs. Keith has more than 14 years of experience helping individuals, families and business owners with asset allocation and long-term planning and analysis. Born and raised in Reisterstown, Maryland, Keith now resides in Phoenix, Maryland, with his wife, Dana, three children, Kayla, Emily and Grant; and two dogs Sky and Copper. Keith graduated with a bachelor s degree in marketing from Syracuse University. In 2007, he earned the CERTIFIED FINANCIAL PLANNER certification. In October of 2010 after successfully completing Baird s Investment Consultant Program at the University of Chicago Graduate School of Business, Keith achieved the title of Senior Investment Consultant. The program was led by professionals from Baird and other industry firms, and involved a five-day course of study focusing on the needs of clients who are going through major life transitions, such as retirement, divorce or sudden wealth creation, and how best to prepare for the financial issues those events can trigger. Keith is active with the Alzheimer s Association in fundraising and is co- Chair on the Walk to End Alzheimer s Committee. When not meeting with clients, Keith enjoys spending time with his family at the beach and coaching his kid s sports.

5 Why Baird? An employee-owned, international firm, Baird is a trusted partner serving the wealth management needs of families, individuals and organizations from offices across the United States. Our culture has remained strong since 1919 by remaining true to our core ideals: Clients come first. Integrity is irreplaceable. Quality is our measure of success. The best financial advice is the result of expertise and teamwork. How we succeed is as important as if we succeed. We seek personal balance in home, work and community involvement. Our mission is simple: to provide the best financial advice and service to our clients and be the best place to work for our associates. And we ve found over time that the best way to achieve this is to act in our clients best interests always.

6 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board s initial and ongoing certification requirement. Robert W. Baird & Co. does not offer tax or legal advice Robert W. Baird & Co. Incorporated. Member SIPC. rwbaird.com. MC