Paul Keblish
,
Senior Financial Advisor
2 Pickwick Plaza
Greenwich, CT 06830
203.861.5985
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Your Life. Your Legacy. Our Mission. I work with tech, finance, and healthcare professionals, as well as entrepreneurs, business owners, and high net worth individuals to help you manage your cash flow, grow your wealth, and plan for your future. I am committed to making your financial life easier and more secure.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies. Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the Westport YMCA, where I am on the Board of Trustees and the past President of the Board of Directors. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

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About Me
Welcome

My mission is to work with you to navigate life events and manage your wealth with purpose. My approach is to understand you, your current situation and your personal, family and business priorities. I then help you design, implement and oversee a customized financial strategy that helps you pursue your goals without unnecessary investment risk.

Additional Resources
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.
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Ashley Lowe
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Paul Keblish is registered to do business in CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.