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Merrill Lynch Financial Advisor Keith Connolly
1803 Broadway, San Antonio, Texas 78215
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About the Merrill Lynch Financial Advisor Keith Connolly
Merrill Lynch Financial Advisor Keith Connolly, located at 1803 Broadway in San Antonio, Texas, is dedicated to helping families and small businesses navigate their complex financial lives. With over two decades of experience in the financial services industry, Keith Connolly offers personalized wealth management services tailored to each client's goals and priorities.
Keith Connolly is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, with a background in the newspaper industry before transitioning to finance. He is actively involved in the San Antonio community, volunteering with organizations such as Wishes For Our Heroes and the San Antonio Gaelic Football Athletic Club.
At Merrill Lynch Wealth Management, Keith Connolly believes that financial success is achieved through understanding each client's unique goals and values. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he customizes financial plans to help clients pursue their dreams and manage risk effectively.
With a focus on building long-term relationships, Keith Connolly regularly reviews and adjusts financial strategies to reflect changes in clients' lives and the market. By combining Merrill's investment insights with banking solutions from Bank of America, he helps clients address their financial needs and plan for the future.
As a Merrill Lynch Wealth Management Advisor, Keith Connolly prioritizes understanding each client's individual circumstances and aspirations. By creating comprehensive financial strategies tailored to each client's personality and priorities, he helps turn financial goals into reality and provides ongoing support to ensure clients stay on track towards financial success.
Through personalized investment strategies and access to comprehensive financial solutions, Keith Connolly and the team at Merrill Lynch Wealth Management aim to help clients navigate the complexities of their financial lives and achieve their goals. With a focus on putting clients first and providing dedicated one-on-one relationships, they offer guidance and support every step of the way.
1803 Broadway, San Antonio, TX 78215, United States
Opening hours of Merrill Lynch Financial Advisor Keith Connolly
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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