Iuliana Keyes joined Thomas Financial Group in February 2004 and became a partner in 2014. Her expertise is in helping individuals, families and small businesses with investment management, retirement needs, college planning and wealth transfer. She believes that the best way to address planning challenges is by setting a destination or a desired outcome and finding the most suitable path to get there. As an advisor, Iuliana is committed to guide her clients through life transitions and, like a GPS, to get them back on track towards accomplishing established goals.
Through outstanding service and commitment to excellence, Iuliana has built a solid client base and expanded her business through hard work and staying focused on her clients. Ongoing communication and personal attention are the ingredients of an enjoyable and positive experience with Iuliana's firm as she works with her clients to meet their financial goals. Knowledgeable, dedicated and ethical, Iuliana works toward fulfilling the objectives of her clients and has developed a successful practice by building long-term relationships.
Iuliana resides in Detroit with her husband and children. Her involvement in the community started with tutoring children in Math and English and was recognized as an outstanding volunteer by the mayor of Warren. She is now committed to imparting financial literacy in the region and works with the Federal Reserve and the Detroit Public Library in organizing Money Smart Week.
- Series 7,63 and 65 registered