Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Keith Kitagawa joined Merrill Lynch Wealth Management in 2020 and has over 18 years of experience in the financial services industry. He focuses his practice on helping families, entrepreneurs, and executives achieve their particular financial goals within their preferred time horizons and risk tolerance. He works with businesses and executives that are realizing liquidity events, and leverages the resources within Bank of America banking services and the Merrill enterprise in order to deliver potential solutions that help businesses and executives reach their desired outcomes.
Prior to joining Merrill, Keith worked at a pre-Series A financial technology startup, and continues to remain actively involved with the local startup community while volunteering with organizations such as Connect/San Diego Venture Group.
Keith received his Bachelor of Science degree in Mechanical Engineering from the United States Naval Academy, and his Master of Business Administration degree from UCLA Anderson. Prior to beginning his career in financial services, Keith served five years of active duty as a submarine officer in the United States Navy, and achieved the rank of Lieutenant Commander before leaving military service.
Keith follows the deep-seated Merrill tradition of participating in the communities we serve. He currently serves on the Advisory Council for the Salvation Army Kroc Center in San Diego, and serves as a US Naval Academy Blue & Gold Officer for local high schools.
United States Naval Academy
UCLA Anderson School of Management
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
UHNW Insurance Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.