Key Financial Group, LLC Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. Our LPL Financial Advisors work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 35 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to seek maximum results for our client strategies. Key Financial is completely objective and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC 

Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL financial as to accuracy or completeness

For a list of states in which we are registered to do business, please visit www.keyfinancialgrp.com

Find Key Financial Group, LLC employees' phone numbers or email addresses

Key Financial Group, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    10
  • Canada
    1

Key Financial Group, LLC's Leadership

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    J. J.
    Managing Partner, Cfp®
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  • Stylized image of a person
    D. M.
    Managing Partner, Crpc®
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  • Stylized image of a person
    T. S.
    Partner
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  • Stylized image of a person
    D. M.
    Managing Partner, Crpc®
    Phone icon
  • Stylized image of a person
    M. E.
    Office Manager
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  • Stylized image of a person
    A. V.
    Wealth Advisor
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  • Stylized image of a person
    M. M.
    Administrative Assistant
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  • Stylized image of a person
    A. Z.
    Operations Assistant
    Phone icon

Contact profiles from Key Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J.
    Managing Partner, Cfp®
    Phone icon
    United StatesMaryland
    Nov 14, 2025
  • Stylized image of a person
    D. M.
    Managing Partner, Crpc®
    Phone icon
    United StatesMaryland
    Sep 12, 2025
  • Stylized image of a person
    T. S.
    Partner
    Phone icon
    United StatesUtah
    Oct 20, 2025
  • Stylized image of a person
    D. M.
    Managing Partner, Crpc®
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. E.
    Office Manager
    Phone icon
    United StatesMaryland
    Nov 18, 2025
  • Stylized image of a person
    A. V.
    Wealth Advisor
    Phone icon
    United StatesMaryland
    Oct 23, 2025
  • Stylized image of a person
    M. M.
    Administrative Assistant
    Phone icon
    United StatesMaryland
    Oct 22, 2025
  • Stylized image of a person
    A. Z.
    Operations Assistant
    Phone icon
    United StatesMinnesota
    Sep 11, 2025

Frequently Asked Questions

What is Key Financial Group, LLC known for?

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Key Financial Group, LLC was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Key Financial Group, LLC's company overview page for more information.

What is Key Financial Group, LLC's most common email format?

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Key Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Key Financial Group, LLC email formats with LeadIQ.

How many employees does Key Financial Group, LLC have currently?

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Key Financial Group, LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Key Financial Group, LLC's key employees and leadership?

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As of December 2025, Key Financial Group, LLC's key employees include:

  • Managing Partner, Cfp®: J. J.
  • Managing Partner, Crpc®: D. M.
  • Partner: T. S.
  • Managing Partner, Crpc®: D. M.
  • Office Manager: M. E.

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