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- Trust & Estate Services2
- Education Funding Strategies1
200 CONCORD PLAZA DRIVE
SAN ANTONIO, TX 78216
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Keith is deeply committed to advising clients on both sides of their personal balance sheet to help them attain their investment goals while optimizing debt structure and managing interest expenses. Through a Goals Based Wealth Management approach, he helps clients effectively navigate financial markets by creating customized wealth management plans and strategies which help them achieve specific stated goals regarding lifetime income, wealth preservation and wealth transfer. He has experienced many different market cycles over the course of his career. Given the inherent risks of investing, he concentrates on strategies that find the right balance of diversification among financial assets, while keeping within our client’s stated risk tolerance and objectives. Keith is passionate about developing income producing portfolios for retirees and actively works to utilize professional money managers to help meet this objective.
Keith joined Merrill Lynch after graduating from Union College in 1987. He has had a successful career as a Financial Advisor, Bank Credit Analyst, Small Business Owner and most recently as a Wealth Management Banker and Financial Solutions Advisor for the combined firm of Bank of America Merrill Lynch. He has been with Bank of America Merrill Lynch since March of 2010 and returned to an advisory role in early 2015. He has a total of 17 years of Financial Advisory experience working primarily with retirees, pre-retirees, small business owners, physicians, attorneys and business executives.
|Keith has extensive experience in community activities, sitting on the board of several charitable and political organizations in Dallas and New Orleans. He feels that giving back to one’s community through volunteerism is an essential part of showing gratitude by serving those most in need.
Keith has a BA from Union College, Schenectady NY and an MBA from The Freeman School of Business, Tulane University, New Orleans, LA. Born and raised in the NYC Metropolitan area he has lived in New Orleans and Dallas prior to settling in San Antonio. In his free time he enjoys traveling, visiting over 25 foreign countries including the former Soviet Union, China, Japan, Australia, India and many European countries.
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.
A.B. Freeman School of Business, Tulane University
Union College, Schenectady NY
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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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Your advisor is a click away within our site or mobile apps
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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.