Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
6400 S. Fiddlers Green Circle
Greenwood Village, CO 80111
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Keith is a Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management in Denver and began working in financial services assisting clients in 1996. He advises a select group of corporate executives and business owners with investment management and wealth transfer planning. Drawing on his experience and Merrill's global resources, Keith develops personalized, strategic advice to address the complex needs of individuals with substantial wealth. Together with specialists in different areas of the Firm, Keith offers clients a broad range of services including: portfolio management, retirement income planning, stock option analysis, 10b5-1 planning, hedging and monetization of concentrated equity positions, personal lines of credit, life insurance analysis and a full complement of wealth preservation and transfer strategies. Keith also works with client's outside legal and tax professionals to build a well constructed and coordinated overall financial strategy.
He joined Merrill after working in the Private Client Services group at Goldman Sachs & Co both domestically and internationally. While at Goldman, he focused on advising wealthy families in Mexico and the United States on asset management strategies and international tax structures. Prior to Goldman, Keith worked at First Chicago Capital Markets and NationsBank Investment Banking in Corporate Finance. Keith has an MBA from the University of Chicago and a degree in finance from The University of Virginia. He also lived in the Canary Islands, Spain for a year and is fluent in Spanish. Keith is an avid baseball fan and loves to scuba dive, ski, mountain bike and spend time with his family.
University of Chicago
University of Virginia
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Senior Wealth Management Lending Officer
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.
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