William Keeney - Informed Portfolio Allocations at Merrill Lynch

William Keeney maintains qualifications as a Certified Private Wealth Advisor and Certified Financial Planner, and is chartered as a retirement planning counselor. He joined Merrill Lynch’s Newton, Massachusetts, team in 2002, following several years as an advisor with Morgan Stanley. Working with high-net-worth families, C-level executives, and business owners, William Keeney devises optimal strategies for navigating market fluctuations and preserving a diversified, income-generating portfolio.

Mr. Keeney’s range of knowledge includes selling businesses and designing corporate retirement plans. He works closely in understanding the needs of affluent clients and has earned their trust through the years by employing judicious allocation decisions. He also pursues tax-free municipal bond strategies that help minimize capital risk. Mr. Keeney has been recognized as one of Forbes’ Best in State Wealth Advisors on three occasions.

In his free time, William Keeney enjoys activities such as skiing, hiking, and watching his kids excel in competitive athletics. He regularly takes part in car rallies and serves as vice president and board member of the Larz Anderson Auto Museum.

Contact

William Keeney
Newton, MA US