Keith entered the financial services industry in 2006. He joined Merrill Lynch Wealth Management in 2009 and was appointed Resident Director of the Bethesda office in 2016.
Keith’s top priority is to help clients take the emotion out of investing. Utilizing his active listening skills, he creates a client experience that is both comfortable and consultative. Keith takes the time to discover the true purpose of clients’ wealth and develops tailored strategies to address their complex financial and investment needs. He also spends a great deal of time analyzing and evaluating the team’s various wealth strategies to help clients build customized investment portfolios. Keith is committed to providing insightful advice and guidance to help clients meet the challenges that substantial wealth can entail.
Keith earned a bachelor’s degree in finance from University of Maryland and holds the Chartered Retirement Planning Counselor™, CRPC™ and Certified Planned Fiduciary Advisor™, CPFA™ designations.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
