Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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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.
The Keeney Group is a wealth management team within Merrill Lynch Wealth Management. 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 a customized strategy from which they can make life-long financial decisions.
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.
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.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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