Keith Lee is an Associate with Equitable Advisors, where he began his career in March 2026. He brings a background in leadership, operations, and performance management, and is dedicated to helping individuals and families turn financial complexity into clear, actionable strategies. Keith works closely with his clients to
build long-term financial security, grow and protect wealth, and create a lasting generational impact.
Keith works with individuals, families, and business owners who are focused on building long-term wealth, protecting their assets, and creating generational financial security. He focuses on helping clients develop comprehensive strategies in retirement planning, investment growth, tax efficiency, and risk management.
Keith has successfully passed the Securities Industry Essentials (SIE) Exam, as well as the Series 7 and Series 66 registration exams, and holds Life and Health insurance licenses. These credentials enable him to provide a broad range of financial products and services tailored to his clients’ needs.
Keith is a graduate of Morgan State University, where he earned a Bachelor of Science in Business Administration. Prior to his collegiate career, he was awarded a football scholarship in high school, recognizing both his athletic performance and discipline. At Morgan State, Keith played running back, further developing the leadership, resilience, and work ethic that now define his professional approach.
Following his playing career, he remained at Morgan State University for three seasons as the running backs coach, mentoring and developing student-athletes both on and off the field.
In his previous role, Keith was actively engaged in community organizing, supporting initiatives focused on addressing systemic inequities and advancing community-centered solutions. This experience strengthened his commitment to building not only financial capital, but also meaningful social and community impact through his work.
Keith and his wife, Megan, were married in May 2025 and reside in Washington, D.C., where they are committed to building a legacy rooted in family, generational wealth, and community impact.