Keith is deeply committed to advising clients on both sides of their personal balance sheet to help them attain their investment goals while optimizing debt structure and managing interest expenses. Through a Goals Based Wealth Management approach, he helps clients effectively navigate financial markets by creating customized wealth management plans and strategies which help them achieve specific stated goals regarding lifetime income, wealth preservation and wealth transfer. He has experienced many different market cycles over the course of his career. Given the inherent risks of investing, he concentrates on strategies that find the right balance of diversification among financial assets, while keeping within our client’s stated risk tolerance and objectives. Keith is passionate about developing income producing portfolios for retirees and actively works to utilize professional money managers to help meet this objective.
Keith joined Merrill Lynch Wealth Management after graduating from Union College in 1987. He has had a successful career as a Financial Advisor, Bank Credit Analyst, Small Business Owner and most recently as a Wealth Management Banker and Financial Solutions Advisor for the combined firm of Merrill Lynch Wealth Management. He has been with Merrill Lynch Wealth Management since March of 2010 and returned to an advisory role in early 2015. He has a total of 17 years of Financial Advisory experience working primarily with retirees, pre-retirees, small business owners, physicians, attorneys and business executives.
|Keith has extensive experience in community activities, sitting on the board of several charitable and political organizations in Dallas and New Orleans. He feels that giving back to one’s community through volunteerism is an essential part of showing gratitude by serving those most in need.
Keith has a BA from Union College, Schenectady NY and an MBA from The Freeman School of Business, Tulane University, New Orleans, LA. Born and raised in the NYC Metropolitan area he has lived in New Orleans and Dallas prior to settling in San Antonio. In his free time he enjoys traveling, visiting over 25 foreign countries including the former Soviet Union, China, Japan, Australia, India and many European countries.
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.