Our Heritage

Our legacy of service dates back over three decades when our founding partner Sheila N. Keator left a career in the printing and newspaper business and answered a Kidder Peabody Ad in the Wall Street Journal looking for brokers.  After a brief stint at Kidder Peabody's Wall Street offices Sheila returned to the Berkshires where she quickly rose to the ranks as one of the few female Vice-Presidents within the firm.

In 1987 Sheila left Kidder Peabody for another regional brokerage firm First Albany Corporation after being recruited by the then Chairman George McNamee. Over the years and through various mergers her business continued to grow as she welcomed three of her sons into the business.  First her son Frederick came in June of 1994 joining her from First Albany Corporation as a Syndicate Trader.  Then in December of 1998 her son David was a welcomed addition bringing his background in the tax planning and wealth transfer field.  Finally Sheila's son Matthew arrived in August of 2000 combining his clients and experience from an investment advisory career with PaineWebber Jackson Curtis in Washington D.C.

In 2005 Frederick, David and Matthew purchased the business from Sheila and spun off from Wachovia SecuritiesKeator Group, LLC. is a separately owned and operated wealth management practice affiliated with Wells Fargo Advisors Financial Network.

In July of 2008 Keator Group, LLC. moved their office to Lenox, MA after many years in Pittsfield, MA. 

As we move into the future we look forward to continue to serve our clients with the utmost integrity and confidentiality.  We serve as a "Family working for families offering generational solutions."

Wells Fargo Advisors Financial Network and Keator Group, LLC. do not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

Elizabeth Reynolds Nesbit, c. 1908