Tripp McKeon

Tripp joined Equitable Advisors in 2022. Previously, Tripp had spent 7 years at Vanguard, where he supported Fixed Income and Equity Trading; as well as being a High-Net-Worth Investment Consultant. Tripp works with Small Businesses, Individuals and Families with their Investment and Financial Planning needs.

Tripp’s client advice is concentrated on six specific areas of focus: Financial Positions, Risk Management, Retirement Planning, Investments, Income Taxes and Estate Planning. When Tripp is not in the office, he enjoys spending time with his wife Katie, especially down the Shore in Ocean City, NJ. He also enjoys playing Golf and attending/watching all Philadelphia Sport’s Teams. Tripp splits his time up between our Cherry Hill, NJ office and the regional office in Bala Cynwyd, PA.

Accreditations:

• B.B.A., B.S Family Business Entrepreneurship, Saint Joseph’s University
• FINRA, Series 7 ,66, 63, 6 and SIE
• Life and Health Insurance Licensed

Professional Memberships:

• Finseca

Civic Activities:

• St. Joseph's Preparatory School, Young Alumni Leadership Council
• J. Wood Platt Caddie Scholarship Trust Mentor Program