Keith T Forrest

LPL Financial Advisor

Phone: 352-796-0888

Email: keith.forrest@lpl.com

Originally from Long Island, New York, Keith moved to Spring Hill as a high school student with his family in 1985. Keith was a Deputy Sheriff and later a Detective with the Hernando County Sheriff's Office during the years 1989-1994. In 1994, he graduated from Saint Leo University with a Bachelor's Degree in Criminology.

After looking at several options, Keith made a career change in 1995 and became a Financial Advisor/ Stockbroker with Olde Discount Stockbrokers. Olde was acquired by H&R Block Financial Advisors, and Keith continued to build his career and experience with H&R Block until December 2006. Wanting to take his practice to the next level and wanting to be able to offer clients more options and services, Keith opened his own financial services office in December of 2006.

Keith's office, affiliated under the name Summit Brokerage Services, finished 13 successful years in Siverthorn Square which is conveniently located at the intersection of Barclay Avenue and Powell Road just south of Silverthorn Golf and Country Club. Keith is now affiilated with LPL Financial as of June 2019.

Keith specializes in helping people understand and manage their investment portfolios and work toward their financial goals. Some of Keith's areas of experience are asset preservation, tax efficient investment planning, planning for income needs in retirement, making sure clients have adequate and appropriate insurance coverage and estate planning.

Keith has been married to his high school sweetheart, Bev, since 1990. Keith and Bev have 2 children: a son, Eric, who is 20 years old and a daughter, Hannah, who is 17 years old.

Keith is proud to live, work and have his children go to school in the Spring Hill area. He has enjoyed the last 35 years in Spring Hill and looks forward to growing with the area for many years to come.