Wealth Management Professional William Keeney

William Keeney holds a bachelor's in finance from Bentley University. William Keeney is a Chartered Retirement Planning Counselor, a Certified Financial Planner, and a Certified Private Wealth Advisor.

Mr. Keeney, a Senior Vice President at Merrill Lynch since 2002. He assists high-net-worth clients with developing personalized wealth management strategies. He also provides advice in the areas of tax and retirement planning, diversified investments, and portfolio management. Recognized for his expertise, he was named a Five Star Wealth Manager by Forbes from 2013 to 2023 and a Best in State Wealth Advisor from 2019 to 2021. Prior to his current role, he served as vice president at Morgan Stanley from 1998 to 2002.

In addition to his work at Merrill Lynch, William Keeney serves as a board member and Vice-Chair of the Larz Anderson Auto Museum. When he is not working, he likes to spend time with his family and participate in car rallies. He also enjoys physical activities such as skiing, hiking, and competing in triathlons.