Keith LaVielle, CFP® joined Merrill at the Saginaw, Michigan branch in 2014. Keith is able to provide a wide array of financial services including wealth management, by helping clients develop financial strategies through retirement planning, college funding, investments, estate planning services, and tax minimization strategies. Keith uses a comprehensive approach to goals-based wealth management in order to understand every aspect of a clients’ financial life.
In 2014, Keith graduated from Central Michigan University with a Bachelors of Arts in Business Administration with a Major in Personal Financial Planning. Keith is currently a board member of the Saginaw Basin Land Conservancy (SBLC), and a member of the Leadership Saginaw County Class of 2019.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
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.
