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Outlook 2023: Back to the (new) future

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Paul Keblish

Profile

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the Westport YMCA, where I am on the Board of Trustees and the past President of the Board of Directors . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

  • EDUCATION

    Duke University

    NYU Stern

Additional Resources

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.

Brendan Duffy

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Louis Tesoriero

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #78196

Richard Wendel

Wealth Management Banking Specialist

Merrill

Past Events

The Washington Update 2022 with Andy Friedman

October 19th, 2022|4:00 PM EST

Join us for a virtual event featuring @Andy Friedman, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Andy will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning on

Wednesday, October 19, 2022 | 4:00 p.m. - 5:00 p.m. EST.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    My mission is to work with you to navigate life events and manage your wealth with purpose. My approach is to understand you, your current situation and your personal, family and business priorities. I then help you design, implement and oversee a customized financial strategy that helps you pursue your goals without unnecessary investment risk.

    Philosophy

    Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

    Approach

    I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

    My  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

    My approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Capabilities

    My ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. I strive to exceed client expectations through our proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.

    Focus On High-Net-Worth Individuals and Business Owners

    I  offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.

    No matter what your goals may be, I begin by helping you define and prioritize your financial goals based on the following seven areas:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together; defining your financial goals
    I'll also draw on my industry knowledge and experience to offer:
    • Potential risk management solutions
    • Trust and estate planning services
    • Potential wealth management solutions
    • Access to Bank of America for your credit and banking needs
    This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By 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.



    Reviews to help you
    stay on track

    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.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      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

        Let’s Have a Conversation

        We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

        Why Merrill?

        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.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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        Transcript of Video 

        No question too big or moment too small

        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.