William Keeney by William Keeney https://padlet.com/williamkeeney/xdoaetq50bblltuj Morgan Stanley Senior Vice President William Keeney en-us 2023-11-14 11:11:11 UTC 2024-04-04 10:56:17 UTC hello@padlet.com Morgan Stanley Senior Vice President William Keeney williamkeeney https://padlet.com/williamkeeney/xdoaetq50bblltuj/wish/2788965799 Following more than four years as the vice president of Morgan Stanley in Boston, William Keeney joined Merrill Lynch in Newton, Massachusetts, as the company’s senior vice president. He is tasked with various aspects of client relationship management, such as nurturing long-term relationships with high-net-worth clients. He excels at engaging with clients on important financial matters, from risk tolerance to personalized wealth management strategies. William Keeney is responsible for the oversight of several additional business operations at Merrill Lynch, including industry compliance and developing new marketing initiatives.

Mr. Keeney holds a bachelor of arts in finance from Bentley College in Waltham. He maintains professional designations as a Certified Financial Planner and Certified Private Wealth Advisor. He was a Forbes Best in State Wealth Advisor from 2019 through 2021 and has been a Five Star Wealth Manager since 2013.

When he is not overseeing activities at Merrill Lynch, William Keeney's interests include skiing and hiking. He also stays active by competing in triathlons and marathons.


]]> 2023-11-14 11:11:41 UTC https://padlet.com/williamkeeney/xdoaetq50bblltuj/wish/2788965799 williamkeeney https://padlet.com/williamkeeney/xdoaetq50bblltuj/wish/2943115227 2024-04-04 10:56:17 UTC https://padlet.com/williamkeeney/xdoaetq50bblltuj/wish/2943115227