Drew Keilen

Philosophy

Believing collaboration is key, his approach integrates investment strategy, liquidity planning, and risk management with each client's personal and professional objectives. By leveraging Merrill's market insights alongside Bank of America's broad banking capabilities, he helps simplify complexity and deliver clarity, allowing clients to focus on building an enduring legacy. *~\*BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](https://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation.~*

Approach

Every effective strategy begins with understanding what drives you—your ambitions, passions, and long\-term vision. By uncovering your unique perspective, Drew develops a personalized plan designed to align with your life today while remaining flexible for tomorrow. As circumstances change, your strategy evolves seamlessly, supporting clarity and confidence across generations.

Capabilities

At Merrill, wealth management goes beyond investments. Drew delivers a comprehensive financial experience by integrating: * Investment insights from Merrill * Access to trust and fiduciary services through Bank of America Private Bank * Banking and lending solutions from Bank of America Serving as a single point of contact, he connects every aspect of your financial life from multi\-generational wealth planning to sophisticated lending solutions,helping you navigate complexity with confidence and clarity. *~\*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.~*

Focus On

From retirement planning and education funding to business transitions and charitable giving, every relationship begins by understanding what matters most to you. From there, a flexible, dynamic plan is built to evolve alongside life's changes keeping progress on track and possibilities open. Because success isn't measured by wealth alone, but by achieving meaningful goals and maintaining the freedom to adapt as life unfolds.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition