Keith Sauls

Senior Vice President, Wealth Advisor

Areas of Expertise

Estate Planning
Tax Strategies
Asset Allocation
Real Estate Strategies

Qualifications & Experience

  • BA in Finance, College of Charleston
  • MBA in Finance/E-Commerce, Emory University
  • CFA
  • 25+ years of experience serving Entrepreneurs, Family Offices, and Endowments, Foundations, and Nonprofits
Charleston, SC


Throughout his 25+ year investment career, Keith has maintained a strong focus on helping his clients achieve their generational goals. He enjoys advising entrepreneurs, family offices, endowments, and foundations — with previous tenures at Truist, Bessemer Trust, GenSpring Family Offices, and J.P. Morgan. 

Keith is an active member of the Southeastern Venture Capital and Private Equity community as a board member of RiseIT Solutions, Vice-Chair of the CofC Foundation, Finance Chair for Charleston Promise Neighborhood, and a YES Carolina Mentor.  

An avid expeditioner, Keith has summited Kilimanjaro twice and recently completed his third expedition to Antarctica (as part of the first team in history to reach the South Pole utilizing only solar, wind, and biofuel for power).