Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 in 1989. Keith recieved 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 Lynch'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.
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.
George Washington University
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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.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.