Keith’s reputation in the Greensboro area is one of a caring and knowledgeable financial professional. For clients who’ve become friends – and friends who’ve become clients – he feels proud to act as a responsible steward of their wealth and wishes.

Before ever discussing dollars and cents with clients, Keith spends significant time working to understand their mindsets and motivations – what’s most important to them (financially and personally), what they’d like to accomplish up to and through retirement, and what they believe may stand in their way.

With more than ten years spent in the financial services industry, Keith has attracted a diverse clientele of successful women and men – business owners, corporate executives and others for whom the road to retirement is their primary financial focus. Accordingly, Keith asks clients about the retirement lifestyle they envision, their passions and the people they hold dear.

In each discussion, Keith tries to educate both spouses and entire families, if possible. “In making any recommendation, I explain my rationale in simple language – no fancy jargon,” Keith says. “I serve hard-working people who expect me to work as hard and honestly as they do. They deserve my best efforts – and I do whatever I can to earn their respect and trust.”

When it comes to investments, Keith utilizes the firm’s Chief Investment Office and research equity portfolios. Leveraging the strength of the enterprise and other financial advisors, he can also customize portfolios with a range of asset classes – including equities, bonds, ETFs and mutual funds.

Through Bank of America, N.A., Keith offers clients ready access to residential, securities-based and custom lending solutions. He also calls upon the firm’s trust professionals and coordinates with clients’ CPAs and attorneys to align tax-minimization and estate planning strategies.

Keith joined Merrill in 2019 after spending nine years at Wells Fargo and Northwestern Mutual. Born and raised in Greensboro, he gives back to the community that’s given him so much – actively serving in the leadership of his church, in the Kappa Alpha Psi fraternity, as the organizer of a bike ride for the shared leadership team of F3 and on the board of directors for Goodwill Industries of Central North Carolina. He is a graduate of Elizabeth City State University.

Keith and his wife, Gayle, are the proud parents of four children. A fitness enthusiast, Keith participates in F3 workouts and enjoys cycling. Keith and Gayle are self-proclaimed “foodies” who love exploring new culinary destinations and are a ready source of recommendations to friends and family.



*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.