Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
H. Keith Wallace, CFP® CPWA® Graduated from George Washington University, BBA Finance in 1988. Keith spent his Junior year studying economics and philosophy at the London School of Economics. Keith started his career in the financial services industry at Merrill Lynch Wealth Management in 1989. Keith received the CFP® certification awarded by the Certified Financial Board of Standards, inc. " in 1999.
Keith is a Wealth Management Advisor that offers clients a planning based wealth advisory process that identifies their financial goals, develops appropriate strategies for meeting these objectives and manages their investments in a risk appropriate fashion. Underneath Merrill's corporate umbrella, I have built a practice that allows me to add meaningful value to clients' lives. In the future, I want to build upon the skills I have acquired to help more people navigate the financial markets in order to educate their children, retire comfortably and to live the life they see in their dreams. My Team focuses on goals based wealth management and risk appropriate money management.
My wife Sunghun and I live in north Dallas. I enjoy playing tennis and golf, wine tastings and art exhibits. Sunghun and I are supporters of the Southeast Texas Food Bank, The Dallas Tennis Association invest in a child program and the CC Young senior center where I am a former Board of Director member.
George Washington University
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.
Supported by the global resources of Merrill, my 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Alternative Investments Regional Specialist
Bank of America, N.A.
Bank of America, N.A.
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 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
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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 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.