Keith I. Levitt, CFP®
CERTIFIED FINANCIAL PLANNER™
Senior Investment Consultant
Keith brings nearly 30 years of experience helping individuals, families, business owners, and associations navigate the complexities of their financial lives through comprehensive financial planning, investment management, and strategic guidance. Throughout his career, Keith has remained deeply committed to one guiding principle: placing his clients’ needs first—always.
Keith takes the time to truly understand each client’s goals, values, and priorities before developing a tailored financial plan and asset allocation strategy. By leveraging the full breadth of Baird’s resources, he helps clients create a clear and disciplined roadmap designed to support both near‑term decisions and long‑term objectives. His approach fosters enduring, trust‑based relationships built on open communication, thoughtful planning, and accountability.
At Baird, Keith and his team pride themselves on delivering an exceptional client experience rooted in trust, transparency, and understanding. By establishing clear expectations from the outset and regularly revisiting them over time, Keith helps ensure relationships deepen as clients gain confidence and clarity around their financial picture. Through proactive financial planning, he brings structure and simplicity to complex situations—allowing clients to make informed decisions with greater peace of mind.
Born and raised in Reisterstown, Maryland, Keith now resides in Timonium, Maryland. He has three grown children—Kayla, Emily, and Grant—and two grandchildren, Ava and Logan. Keith earned a Bachelor of Science in Marketing from Syracuse University and achieved the CERTIFIED FINANCIAL PLANNER™ certification in 2007.
Keith began his financial services career in 1998 at Legg Mason in Baltimore, later moving to the Towson branch before Legg Mason sold the brokerage division to Citigroup Smith Barney in 2006. In 2009, he made one of the most important decisions of his career by joining Baird with 15 colleagues to open the firm’s first Maryland branch. Baird is headquartered in Milwaukee, Wisconsin, bringing a conservative, hometown feel to both Keith and his clients—similar to the culture Legg Mason achieved prior to the sale. With approximately 1,400 advisors coast to coast, Baird offers a more personalized alternative to the large wire house firms. Baird is employee‑owned, privately held, and has been helping clients since 1919. Keith and his team are honored to be part of this exclusive group.
Outside of work, Keith enjoys traveling, gardening, cooking, staying active through fitness, spending time with family and friends, and is an avid sports fan with strong loyalty to the Baltimore Orioles and Ravens, Syracuse Orange, and Georgia Bulldogs.
The greatest compliment Keith can receive is a referral from a client who values the trust, clarity, and care he brings to every relationship.
Please feel free to pass Keith's bio to someone that may be interested in a second opinion or has had a life milestone and wants to explore planning opportunities.