Experience

As a partner on The Coutant Group, Keith develops and implements investment strategies. He has oversight and management responsibilities for client relationships. His focus is on the wealth management process and investment research. He was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021, 2022 and 2023. (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Keith attained the Chartered Retirement Planning Counselor® designation through The College for Financial Planning Institutes Corp and holds Series 7, 31, and 66 securities licenses. He is a graduate of Wittenberg University and joined UBS Financial Services in 2023. Previously, Keith spent over 20 years at Merrill Lynch Wealth Management.

Keith resides in Wilton, CT with his wife Laurie and their three children.

As a partner on the The Coutant Group, Kevin develops and implements investment strategies. He has oversight and management responsibilities for client relationships. His focus is on the wealth management process and investment research. He was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021 and 2022 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Kevin attained the Chartered Retirement Planning Counselor® designation through The College for Financial Planning Institutes Corp. He is a graduate of Roanoke College and joined UBS Financial Services in 2023. Kevin resides in Stamford, CT with his wife Cici and their two children

As the Senior Wealth Strategy Associate of The Coutant Group, Meredith has been committed to providing an exceptional level of client service, drawing on her years of experience and knowledge. She is a graduate of the Carroll School of Management at Boston College and is involved with BC's Alumni network. 

Meredith currently resides in Riverside, CT with her husband and rambunctious Labrador retriever and enjoys spending family time on Cape Cod.

Education: Boston College - Carroll School of Management

Kristen is a Registered Senior Wealth Strategy Associate with over 20 years of experience in the financial services industry.  She focuses on providing an outstanding customer service experience for clients, and assists the team with all administrative and operational tasks.

Kristen holds the Chartered Retirement Planning Counselor® (CRPC®) designation.  She attended Penn State University in State College, PA, and is a member of the Pennsylvania State Alumni Association.  Kristen is actively involved in many charities, most recently on the committee for the Wall Street Challenge Tennis event and serving on the board of the Greenwich Ballet Academy.  Kristen currently resides in Stamford with her two daughters.