Keith D'Agostino

Senior Managing Director - Financial Advisor in Oyster Bay, NY

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Keith D'Agostino's journey in the financial sector epitomizes a blend of professional prowess and ethical integrity. Launching his career at 21, he has since ascended to the prominent role of Senior Managing Director Financial Advisor. This position highlights his nearly three-decade-long dedication to the field. His extensive expertise is further evidenced by his acquisition of essential industry licenses, including Series 7, 63, and 24, demonstrating his thorough understanding of the financial landscape and commitment to regulatory excellence.

He earned his BBA from Hofstra University, New York, distinguishing himself with his academic diligence and leadership potential. Growing up in a vibrant Italian-American family in New York, he developed a rich cultural and linguistic heritage that significantly influenced his approach to his personal and professional life.

Professionally, he is known for his steadfast ethical standards and client-focused approach. His ability to adeptly navigate the complexities of the financial world has garnered him respect and trust from a wide array of clients and admiration from his peers. His reputation in finance is founded upon his integrity, deep industry knowledge, and unwavering commitment to excellence.

Beyond his professional achievements, he is deeply committed to his role as a husband and father, striking a commendable balance between his career and family life. His nurturing presence in the lives of his five children and his enduring marital bond exemplify his belief in the importance of family and personal fulfillment.

His passion for sports, especially baseball, extends beyond personal interest to community involvement. He has been a dedicated baseball coach for over a decade, imparting technical skills and life lessons in discipline, teamwork, and perseverance to young athletes.

His contribution to society is also reflected in his role as a board member and treasurer of the East Woods School, underlining his commitment to education and community service. These endeavors showcase his desire to give back and support the development of future generations.

D'Agostino's life is a testament to the successful integration of professional excellence with a rich personal life. His narrative includes financial expertise, family devotion, community involvement, and ethical leadership, making him a role model for aspiring professionals in any field.

  • Education
    • Hofstra University, New York.