Keith Conboy joined Merrill Lynch Wealth Management in 2007 and he focuses on serving the unique wealth management needs of financial professionals, business owners, attorneys and corporate executives — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.
In order to serve clients, Keith leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Keith works to help clients save time, make more informed financial decisions and drive progress.
Passionate about delivering excellent service, Keith holds the Chartered Retirement Planning CounselorTM designation.
Keith graduated from Adelphi University with a Bachelor of Arts degree in Economics and Finance. He is originally from Long Island and currently resides in Manhattan with his wife Kim and two sons, Kiptyn and Kamdyn.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
