A Chartered Retirement Planning Counselor and Certified Private Wealth Advisor, William Keeney is active with the Merrill Lynch team in Newton, Massachusetts. He meets the needs of well-established families and professionals, with a focus on delivering income that sustains preferred lifestyles in retirement. William Keeney’s bespoke service model emphasizes tax minimization strategies and incorporates an in-depth understanding of the emotional factors underpinning financial decisions.
Mr. Keeney maintains a consistent rating as a five-star financial manager and holds designation as a Certified Financial Planner. He has extensive knowledge of areas of corporate finance such as the valuation and sale of closely held companies and designing and implementing employee retirement plans. Knowledgeable about business succession, Mr. Keeney has coordinated generational transfers of wealth.
William Keeney earned his business degree at Bentley University. He serves on the Larz Anderson Auto Museum board and is also vice president of the institution, which is known for housing the nation’s oldest car collection. His personal interests include marathon and triathlon competition.