PROFESSIONAL PROFILE

Keir joined Merrill Lynch in 2007. He graduated from Trinity University in San Antonio, TX with a degree in Business Administration (Finance concentration) and a minor in Economics. He is actively involved in his community through ongoing fundraising/volunteering for organizations such as March of Dimes (Texas Chapter) and Big Brothers Big Sisters of Central Texas.

With the backing of Merrill Lynch’s award winning global research group, he helps his clients navigate today’s volatile times in order to assist them in achieving their financial goals. Through our Total Merrill ® platform he prepares an asset allocation model based on the individual client’s personal risk tolerance to diversify their portfolio, allow them to stay the course, and take advantage of opportunities in today’s market. The Total Merrill ® platform allows him to provide a wide array of financial services including wealth management, retirement planning, college savings, estate planning, and philanthropic giving.

Challenges and opportunities arise at every stage of the business life cycle for owners. Along with a team of business specialists, Keir can help you achieve business success with personalized service. Working with you and experienced professionals in areas such as cash management, financing, investment, and retirement, he delivers innovative customized solutions to help you succeed.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com