John Keohane, a seasoned veteran in the financial industry for over 20 years, is firmly committed to establishing long-term client relationships, attributing his success to the trust and confidence his clients place in him. John possesses the innate ability to understand his clients’ needs and goals, assemble the ideal team members and to formulate a precise tailored strategy for each individual client. Teaming up with Fortis Lux Financial in 2018 has enhanced his capacity to service clients with access to Financial Planning, Estate Planning and Strategic Business Planning services. With John’s expertise, he has been helping high net-worth individuals with unique financial strategies for Estate Planning.

Many high net-worth clients of John’s are referrals from their own CPAs, estate and personal attorneys, wealth managers or other trusted family professionals. Working together with John and his Fortis Lux team, he helps ensure that his clients’ questions are answered and that they receive quality service.  Throughout the entire process, John makes sure to work in conjunction with the family, the family’s other advisors and all trusted parties.

John earned an international business degree from George Washington University. He currently resides in Boca Raton after 22 years in New York City with his wife Donatella and two kids Daniel and Juliana. In addition to his Florida office, he continues to maintain a supplemental office in NYC.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.

John Keohane is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Office 420 Lexington Ave 25^th Fl, Suite 2510, New York, NY 10170. (212) 578-0300. CA Insurance License No. 0E64851.