Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
600 Hyde Pk-Rte202,mechanic.rd
Doylestown, PA 18902-6604
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Denise Keil Martin, CRPC®, Vice President, Wealth Management Advisor at the Doylestown, PA Merrill office, has provided sound financial advice and integrated wealth management for affluent individuals and business owners since 1991. The robust training and investment platform of Merrill matched with award-winning Merrill Stock Research and the DALBAR Seal of Excellence for Performance Reporting, has Denise focused on a strategic investment process. Denise's group focuses in the niche of Retirement Income Planning / Analysis and assisting clients with the distribution options of their employer sponsored or retirement plan assets. Annual in-depth analysis of your diversified portfolio, risk tolerance, time horizon, liquidity needs and asset allocation will illustrate and help you work towards your goals and the future you envision.
In addition, Denise partners with a group of Merrill Specialists that provide recommendations for managing liquid and illiquid assets, arranging asset-based personal and business credit, protecting against unnecessary taxes, business succession planning, and retirement income planning. Denise helps clients focus on estate planning issues and works with their accountants and attorneys in developing their wills, trusts and estate plan.
Included in her credentials is the achievement of:
*The CRPC® - Chartered Retirement Planning Counselor designation
*Licensed Long Term Health Care and Life Insurance Agent
*Member of the Bucks County Estate Planning Council
Prior to her career with Merrill Lynch Wealth Management, Denise graduated from LaSalle University with a degree in Finance and International Business which includes one year of studies in Switzerland at the University of Friborg. Many of the class subjects were taught in French and German with all Finance classes taught in English.
The team approach of Denise Keil Martin, Client Associate: Dawn, and the group of Merrill Specialists provide clients with quality service. Portfolio performance and client satisfaction are the team's primary objectives.
Dawn, Client Associate:
Dawn, Client Associate, is knowledgeable in most areas of the financial services industry. Often your first point of contact when you call into the office, Dawn handles all general and highly technical client administration.
Denise's clients are high-net-worth individuals, wealthy corporate executives, large 401(k)/ early retirement package recipients, and business owners. In addition to analyzing and managing the various components of her client's financial needs, Denise and members of her highly specialized group are frequent guest speakers.
Denise is highly involved in the Bucks County community and with her volunteer work serving on various event committees. In addition to the Finance curriculum abroad, Denise took academic classes taught in French and German and traveled extensively throughout Europe. Denise is a proud Villa Joseph Marie High School graduate. Denise enjoys step fitness classes and spending family quality time at the shore.
With her guidance, Denise Keil Martin invites you to learn more about and apply the vast financial and premier global investment resources at Merrill.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Fribourg Switzerland
Villa Joseph Marie High School For Girls
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.