Key & Associates

Merrill Lynch Wealth Management
4023 Finn Way
Lexington, KY 40517
(859) 788-4543
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Key & Associates strives to be one of the premier Wealth Management teams in Central Kentucky. The team consists of a diverse group of talented individuals uniquely qualified to lead our clients through the three phases of Wealth Management (Wealth Accumulation, Wealth Distribution and Wealth Transfer).
Key & Associates
Merrill Lynch Wealth Management

At Key & Associates, we believe that people should live in their vision, not their circumstances. Our value lies in empowering individuals to achieve their financial goals and realize their dreams. Through personalized guidance, strategic planning, and professional advice, we help our clients navigate their current circumstances and build a brighter future. We are committed to turning visions into realities and transforming lives through sound financial management.

About Us

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Tuesday, April 30th 2024| 4:00 PM EST
Market Outlook 2024 with Savita Subramanian

Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.

Topics will include:

  • What a potential recession could mean for the markets.
  • Dealing with inflation, volatility, and other investment risks.
  • Portfolio strategies and opportunities to consider now.
Meet Our Team
D Keith Key,


First Vice President, Wealth Management Advisor
Zachary Shelly,


Financial Advisor
LeAnna Kirtley,


Relationship Manager
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.
Tracey VanNevel
Senior Wealth Management Lending Officer
NMLS #470779
Don Livio
Investment Solutions Group Portfolio Strategist
Sean Washington
Wealth Management Banking Specialist
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.