Merrill Lynch Financial Advisor Keith Holloway
About the Business
Merrill Lynch Financial Advisor Keith Holloway is a finance institution located at 707 North Main Street, Hendersonville, North Carolina, United States. Keith Holloway has been in the financial services industry since 2011 and joined Merrill in 2020. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Keith is a graduate of Appalachian State University with a bachelor's degree in Psychology and lives in Hendersonville with his wife, Lara, and their three children. They are active in the community, supporting education.
At Merrill Lynch Wealth Management, Keith Holloway offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. He believes in putting clients first and focuses on understanding their goals and priorities to create a customized approach that reflects their unique needs and financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, Keith works with clients to develop an approach designed to address their financial needs.
As a Merrill advisor, Keith believes in helping clients pursue their goals by making investment-related decisions that align with their aspirations. He encourages clients to ask questions about issues that matter most to them, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. By developing a personalized plan, Keith aims to help clients manage, grow, and preserve their wealth today while considering the impact it can have for years to come.
Keith Holloway is registered to do business in several states and offers advice and guidance based on clients' goals and priorities. He understands that both life and the financial markets can change over time, so he regularly checks in with clients to discuss any adjustments needed to their financial approach. By staying on top of changes in clients' lives and market conditions, Keith helps clients stay on track to achieve what's most important to them.
At Merrill Lynch Financial Advisor Keith Holloway, clients can expect a dedicated one-on-one relationship focused on helping them build a customized investment approach to address their needs and pursue their goals. Keith is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial life. Whether clients are planning for the future, managing current wealth, or navigating market fluctuations, Keith works with them every step of the way to help them achieve their goals.
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Location & Phone number
707 N Main St, Hendersonville, NC 28792, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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