Merrill Lynch

The Keeney Group

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Merrill Lynch
Wealth Management

"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®, CPWA®
Senior Vice President
Wealth Management Advisor
Portfolio Advisor

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 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.

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 suggest wealth 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 financial 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 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 investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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. 
*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information contact your Merrill Financial Advisor.

Meet the Team

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.

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.


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      Let’s Have a Conversation

      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.

      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.


      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.

      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.

      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.