The Keeney Group

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The Keeney Group

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"We believe affluent families and leading businesses need a higher level of advice and guidance to help them keep up with the markets, the economy, and changing demands on their resources. We look at what they want, what they need, and offer ways to guide them where they want to go."

William F. Keeney, CFP®, CRPC®
Senior Vice President
Wealth Management Advisor
Portfolio Advisor

The Keeney Group

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Our Goal? Be as driven as you are.

Look at the vast majority of clients we serve and you’ll find achievers who have built successful businesses, created jobs and contributed to the economic life of their communities. They know what it’s like to combine prudent strategy with calculated risk to achieve results.  They are equally careful with their personal wealth. We believe that’s why many business owners, affluent families, professionals and corporate executives turn to The Keeney Group for wealth management, advice and guidance.

Insight for entrepreneurial wealth
We have a keen understanding of the unique challenges affluent clients face because of our experience in working with them. Our guidance is designed to help manage multiple income streams, invest for retirement, streamline succession implementation, monetize equity compensation, and much more.

A commitment to outstanding service
Our team respects the hard work and enthusiasm that have gone into your achievements. Our goal is to match that drive with skill, know-how and unparalleled personal service. We focus on helping you pursue your goals and on improving our abilities, year after year with advanced training and certifications. Most of all, we’re committed to being a dedicated resource for all your family’s financial needs—for today, tomorrow, and for whatever comes next.

Our guidance is designed to help you keep pace with where you want to go and what you want to do.

The Keeney Group is a wealth management team within Merrill Lynch. We are dedicated to helping clients pursue financial objectives and build wealth. We believe in a disciplined wealth management process, and work closely with clients to deeply understanding their goals, lives, family, interest and passions. By combining this deep understanding with financial insight, we are able to help clients develop and implement an investment strategy from which they can make life-long financial decisions.

Aligning assets with aspirations
At The Keeney Group, we find that affluent clients look at money differently than others. Our team works to understand how you think about your assets, what you expect for your wealth and the way you want your financial outlook to evolve over the coming years.

We strive to analyze your total financial picture, including investable securities, real estate, business equity, trusts and alternative investments. We can also help you assess how much you’re really spending on taxes, interest fee and other costs. Our team will sugest investment strategies and financial services designed to align your income, expenses and assets with your financial goals.

Focusing on a different view of retirement
Today, retirement is defined only be your imagination. We work with clients who have bought or started new businesses, pursued new career and advanced degrees, or have travelled each season to a different continent. Our team can help you crystalize your thinking about where you want tomorrow to take you and what activities you want to pursue. We can offer projections of how much your ideal retirement will cost and suggest investment strategies to help you pay for it.

Creating a legacy
Our team will work together with our outside tax and legal advisors to guide you through wealth transfer strategies designed to help you move taxable assets out of your estate in your lifetime and beyond. We work closely with specialists from Bank of America to help with structuring trusts, family, corporations, partnerships and gifting strategies. We can also offer access to estate planning services to help you transfer your wealth in the ways that you intended.

*Merrill Lynch offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select. **Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

We can help you sell on your terms and timetable.

The Keeney Group works with a number of entrepreneurs who have worked hard to build their businesses. At some point, they look forward to moving on to a new chapter. Our team can help you explore the most advantageous ways to sell all or part of the business, and offer strategies for investing the proceeds.

How much is it worth?
We can offer you access to Bank of America valuation specialists who assess the full potential of your business. They also seek to identify component of your company that may offer significant value on their own.

Facilitating the sale
We can help you connect with a Bank of America team to seek out investment bankers, private equity funds, industry peers and other potential investors who may be interested in buying all or part of your business. The Keeney Group can also work with the various stakeholders to help the sale move smoothly—and to keep your best interests at the forefront.

Looking at what comes next
Our team is ready to work with your outside tax and legal advisors to help you with tax minimization strategies for receiving and investing the proceeds from the sale of your business. Whether the sale of your business. Whether the sale has realized all cash or a mix of cash, equity or other compensation, we can show you ways to incorporate these assets into your core wealth structure. We also offer income and distribution alternatives to support your lifestyle as you move into the next chapter of your life.

There are ways to make qualified retirement plans easier to use and administer.

Whether you want to fine-tune or completely redesign your qualified retirement plan, The Keeney Group  offers strategies to help make it easier for your employees to use—and easier for you to administer.

We can help you review your detailed investment policies and fee-disclosure statements, as well as suggest an investment menu designed to be cost-effective and have long-term potential. Our team can show you a lineup that offers a range of mutual funds, target date funds, guaranteed income accounts, real estate accounts and money market funds. We also help facilitate investment committee meetings and plan reviews. Best of all, we offer our guidance in a single- or multi-provider environment.

In-depth employee education
The Keeney Group will meet with your employees through group seminars and one-on-one consultations to help them make the most of your retirement plan. We offer guidance on employee and employer contributions, as well as education on investment choices and various distribution options. Our team can also help participants understand the importance of diversification and rebalancing as the financial markets and their personal outlook changes.

*Although money market mutual funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in money market mutual funds. Please see the prospectuses for a complete discussion of the risks of investing in money market mutual funds. 

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

Why Merrill Lynch?

As Merrill Lynch financial 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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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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