Keith LaVielle
Keith LaVielle, CFP®, is a seasoned Wealth Management Advisor who joined Merrill’s Saginaw, Michigan branch in 2014. With a client-first philosophy and a comprehensive approach to goals-based wealth management, he helps individuals and families navigate every aspect of their financial lives—from retirement planning and college funding to investment strategies, estate planning services, and tax minimization strategies.
A graduate of Central Michigan University, he earned his Bachelor of Arts in Business Administration in 2014, majoring in Personal Financial Planning. His academic foundation, combined with over a decade of experience, allows him to deliver tailored financial strategies that align with each client’s unique goals and values.
He has found clients appreciate his warm, professional approach and his ability to simplify complex financial decisions. His practice is built on trust, transparency, and long-term relationships—whether guiding clients through major life transitions or helping them build lasting legacies.
Outside of his professional role, Keith is deeply committed to the Great Lakes Bay Area where he lives with his wife and their two dogs. He currently serves on the board of the Saginaw Basin Land Conservancy (SBLC) and is a proud member of the Leadership Saginaw County Class of 2019.
New clients are welcome. If you're seeking personalized financial guidance and a long-term collaboration focused on achieving meaningful goals, Keith invites you to connect and explore how he can help you move forward with confidence.
*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.
Keith's mission is to empower individuals and families to make confident financial decisions through personalized, goals-based wealth management. He is committed to building lasting relationships rooted in trust, transparency, and integrity—helping clients navigate life's transitions and plan for the future with clarity and purpose. By combining deep financial expertise with a genuine understanding of each client's unique story, he strives to deliver strategies that support long-term success and peace of mind. As a proud member of the Great Lakes Bay community, Keith believes in giving back and making a meaningful impact—both in the lives of my clients and in the place he calls home.
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.
