Marie Keefe

Marie Keefe

Marie has two wonderful daughters and enjoys spending time with them and her extended family. She is in the process of buying a new house and is looking forward to decorating over the next couple of months.  Look for her on her lunch break at Home Goods!  She loves the beach and goes to Cape Cod whenever she gets the chance where she enjoys playing in the water and waves with her daughters, searching for seashells along the bay, biking or walking on the Cape Cod bike path and watching sunsets.  She ran the Hyannis 1/2 Marathon last February with her twin sister to celebrate their 40th birthday.  41 is quickly approaching and they are trying to figure out a new challenge to welcome their next year.

Marie started working with Matson Financial Advisors in 2008 in the Litchfield office, and moved to the Danbury office in 2011. Prior to her arrival at Matson Financial Advisors, Inc.,  Marie worked as  an advisor with Edward Jones for 3 years and spent 10 years with The Hartford.

She provides unique, individualized portfolio strategies specific to each client’s goals and objectives. She assists in the implementation of these plans by placing trades and completing the necessary paperwork. Marie is responsible for developing and updating the firm’s model portfolios. By analyzing investment alternatives and tracking emerging economic trends, she is able to develop comprehensive financial strategies. 

She continues to be the first point of contact for clients of the Litchfield office in addition to her responsibilities in the Danbury office. Marie holds Series 7 and Series 63 securities registrations. Marie is a registered representative of Cetera Advisor Networks LLC.