Maggi Keating

Maggi Keating, CFP®, is a Senior Portfolio Manager and Shareholder at FBB Capital Partners, based in the Washington, DC metropolitan area. In this role, she serves as a core member of each client's financial team, overseeing the design and management of personalized investment portfolios for high-net-worth individuals, families, and foundations. Her responsibilities include portfolio construction, client relationship management, and acting as a financial educator to help clients achieve their long-term financial objectives.

With over 24 years of experience in the financial industry, Maggi specializes in wealth management and investment advisory services, leveraging her background to provide tailored strategies across a range of asset classes, including equities, fixed income, and diversified investment solutions. At FBB Capital Partners, she focuses on holistic financial planning, specializing in the needs of affluent families, women investors, and multigenerational wealth stewardship, often collaborating with tax and estate professionals.

Prior to joining FBB Capital Partners, Maggi spent 12 years at Charles Schwab & Co., Inc., where she concentrated on supporting high-net-worth clients and philanthropic foundations. She holds a Bachelor of Science degree from Radford University and maintains the Certified Financial Planner® certification. Maggi is committed to providing fiduciary guidance and is an active participant in the National Association of Personal Financial Advisors (NAPFA).