Senior Vice President and Wealth Management Advisor Keith Wallace
Local Merrill Lynch wealth management financial advisor Keith Wallace was recently named on the 2023 Forbes “Best-in-State Wealth Advisors” list.
Wallace is a senior vice president and wealth management advisor at Merrill Bank of America. His team at Merrill is called The Wallace Group. Wallace began his career in 1989 at Merrill Lynch and spent 12 years at Salomon Smith Barney (now known as Morgan Stanley) before returning to Merrill in 2006. Wallace has earned certifications from the Certified Financial Planner Board of Standards Inc. and Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute.
The “Best-in-State Wealth Advisors” list features 7,321 financial advisors who have collectively managed nearly $11 trillion in assets. The ranking for this year’s list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
Merrill Lynch currently holds the No. 1 position for all firms, with 1,820 total advisors recognized on the Forbes list, as well as, 23 financial advisors recognized as No. 1 in their state. This makes the sixth consecutive year that Merrill Lynch has ranked on top.
