Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 Lynch 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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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.