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Daniel K
Hilton Head, SC
The Cavanaugh Group Inc
Daniel Keith is a financial advisor with The Cavanaugh Group Inc in Hilton Head, SC, holding 30 years of industry experience. He has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, non-profit organizations, and profit-sharing plans, managing portfolios on both discretionary and non-discretionary bases. The firm serves a small client base and employs a conservative, balanced asset-allocation strategy focused on long-term discipline, with an emphasis on dividend-paying equities and high-quality fixed income.
Jessica K
Series 65
Hilton Head, SC
The Cavanaugh Group Inc
Jessica Keith is a financial advisor at The Cavanaugh Group Inc in Hilton Head, SC, holding a Series 65 designation with 30 years of industry experience. She has been with The Cavanaugh Group since 1995. The Cavanaugh Group provides investment advisory services to individuals, trusts, qualified plans, nonprofit organizations, and profit-sharing plans, managing a relatively small client base with a conservative, balanced asset-allocation approach focused on long-term discipline.
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