Keith D. Huberman

Keith D. Huberman

Keith began working in the financial services industry in 1989. As a former member of both the New York Stock Exchange (NYSE) and American Stock Exchange (AMEX), Keith worked as an option specialist and market maker for Spear Leeds & Kellogg. After leaving the daily trading grind, Keith moved to California and began working within the securities litigation arena providing forensic accounting, analysis and expert testimony for law firms around the country. Keith still maintains a close tie to the securities litigation/arbitration world and has been engaged as an expert witness on insurance related arbitrations/court cases.

In 1998, Keith transitioned back to financial services. Keith was a founding member of LifeSource, LLC which provided advanced planning services to national wirehouses, independent and regional broker-dealers. In 2009, Keith partnered back up with Dan Roeske at TailorMade Financial, Inc. to begin the mission in providing unmatched planning when it comes to Estate, Tax, Business and Asset Preservation planning to elite financial advisors and their clients.

Keith attended the University of Florida and the State University of New York. Keith went on to earn his Chartered Life Underwriters degree from the American College and is a CERTIFIED FINANCIAL PLANNER™ professional.

Keith currently resides in Matthews, North Carolina with his wife Jennifer and two children, twins, Max and Madison.

Organizer - DiCello Levitt & Gutzler

DiCello Levitt & Gutzler is a different kind of law firm – one that combines excellence in class action, mass tort, catastrophic injury, civil rights, and commercial litigation. Practicing nationwide – and internationally – from offices in Chicago and Cleveland, we are an aggressive, attentive, and creative plaintiffs’ firm whose work speaks for itself – billions of dollars in recoveries in some of the highest-profile matters in U.S. history.

Revered by clients and respected by defense counsel, our team gets results.

DiCello Levitt & Gutzler

Organizer - Carver Financial Services

The advisors/professionals at Carver Financial Services Inc. approach each client with a personalized plan to meet their objectives. Our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms.

Our clients enjoy immediate and unlimited access to a team of financial professionals with over 100 years of combined experience who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

Securities offered through Raymond James Financial Services Inc. member FINRA/SIPC

Carver Financial Services