Keith Prybylski, Crpc®
About Keith Prybylski, Crpc®
Keith Prybylski, CRPC®, serves as the Director and Regional Team Lead at UBS in the Atlanta Metropolitan Area, a position he has held since 2022. He has extensive experience in financial consulting, having worked at various institutions including TD Ameritrade, TIAA, and Merrill Lynch over a career spanning more than a decade.
Work at UBS
Keith Prybylski has been serving as the Director, Regional Team Lead at UBS since 2022. He operates in the Atlanta Metropolitan Area, where he leads a regional team focused on delivering financial solutions to clients. His role involves overseeing team performance and ensuring the effective implementation of UBS's strategic initiatives.
Previous Experience in Financial Services
Prior to his current position, Keith Prybylski held various roles in the financial services industry. He worked as a Senior Financial Consultant at TD Ameritrade from 2015 to 2018. He also served as a Wealth Management Advisor at TIAA from 2018 to 2020, and as a Financial Advisor at Personal Capital from 2021 to 2022. His experience includes positions at Merrill Lynch, where he worked as a CMA Service Representative and later as a Financial Solutions Advisor.
Education and Expertise
Keith Prybylski studied at Lehigh University from 1998 to 2002, earning a degree that laid the foundation for his career in finance. He holds the designation of Chartered Retirement Planning Counselor (Crpc®), which signifies his expertise in retirement planning and financial advisory services.
Career Timeline
Keith Prybylski's career in financial services spans over a decade. He began his career at Merrill Lynch in 2007 as a CMA Service Representative. He progressed to become a Financial Solutions Advisor at Merrill Lynch from 2008 to 2015. After a brief tenure at Bank of America Merrill Lynch in 2020, he transitioned to TIAA and then to Personal Capital before joining UBS in 2022.