Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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. 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.
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 Lynch, our 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer, NMLS # 652381
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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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.