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Webster B

Series 63, Series 66

Leland, NC

MKT and Associates LLC

Webster Burrier IV is a financial advisor with MKT and Associates LLC, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Prior to joining MKT and Associates in 2025, he worked at Dominion Wealth Management, Avantax Insurance Agency, and several other firms. Outside the financial industry, he is involved as a partner in Electric Enclave LLC, a music events promotion business. MKT and Associates serves individual and high-net-worth clients as well as trusts, corporations, and retirement and profit-sharing plans, providing discretionary portfolio management and advice on retirement arrangements. The firm employs a mix of third-party money managers, model portfolios with tax-managed variants, and a range of investment vehicles, managing approximately $379 million across three advisors.

Stock option exercise strategy Options & derivatives strategies Passive / index investing Active portfolio management Private / alternative investments
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Matthew K

Series 66

Tacoma, WA

MKT and Associates LLC

Matthew Keefe is a financial advisor at MKT and Associates LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Columbia River Advisors LLC for nine years. MKT and Associates serves individual and high-net-worth clients, as well as trusts, corporations, and retirement plans, offering discretionary portfolio management and financial planning as an ancillary service. The firm employs individualized Investment Policy Statements and a range of investment strategies, including tax-managed model portfolios and the use of third-party money managers, and provides various retirement plan fiduciary services.

Stock option exercise strategy Options & derivatives strategies Passive / index investing Active portfolio management Private / alternative investments
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Jean Pierre P

Series 63, Series 65

Tacoma, WA

MKT and Associates LLC

Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.

Stock option exercise strategy Options & derivatives strategies Passive / index investing Active portfolio management Private / alternative investments
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