The Keeney Group

Wealth Management

2221 Washington Street
Newton, MA 02462

Phone: 617.243.8028
E-mail: thekeeneygroup@ml.com

What We Offer

"We believe affluent families and leading businesses need a higher level of advice and guidance to help them keep up with the markets, the economy, and changing demands on their resources. We look at what they want, what they need, and offer ways to guide them to where they want to go."

William F. Keeney, CFP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor

Wealth Management

"Year after year, some of the smartest, most capable businesspeople rely on The Keeney Group to help manage their personal wealth. We have helped clients preserve their assets, target prudent growth and have shown them ways to keep more of what they earn."

Christopher P. Bunnell, CRPC®
Wealth Management Advisor

The Keeney Group
"We understand what it takes to build substantial wealth and what it takes to preserve it. Our strategies are developed with great care; you will find that we put in the extra time and effort because we know how important these assets are—and will be."

William F. Keeney, CFP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor

Our goal? Be as driven as you are.

Look at the vast majority of clients we serve and you'll find achievers who have built successful businesses, created jobs and contributed to the economic life of their communities. They know what it's like to combine prudent strategy with calculated risk to achieve results. They are equally careful with their personal wealth. We believe that's why many business owners, affluent families, professionals and corporate executives turn to The Keeney Group for wealth management, advice and guidance.

Insight for entrepreneurial wealth

We have a keen understanding of the unique challenges affluent clients face because of our experience in working with them. Our guidance is designed to help manage multiple income streams, invest for retirement, streamline succession implementation, monetize equity compensation and much more.

A commitment to outstanding service

Our team respects the hard work and enthusiasm that have gone into your achievements. Our goal is to match that drive with skill, know-how and unparalleled personal service. We focus on helping you pursue your goals and on improving our abilities, year after year, with advanced training and certifications. Most of all, we're committed to being a dedicated resource for all your family's financial needs—for today, tomorrow and for whatever comes next.

The Keeney Group
"Every family has a different financial outlook. That is why we help design and refine investment suggestions tailored just for you—no one else."

Christopher P. Bunnell, CRPC®
Wealth Management Advisor

Our guidance is designed to help you keep pace with where you want to go and what you want to do.

The Keeney Group is a wealth management team within Merrill Lynch. We are dedicated to helping clients pursue financial objectives and build wealth. We believe in a disciplined wealth management process, and work closely with clients to deeply understand their goals, lives, family, interest and passions. By combining this deep understanding with financial insight, we are able to help clients develop and implement an investment strategy from which they can make life-long financial decisions.

Aligning assets with aspirations

At The Keeney Group, we find that affluent clients look at money differently than others. Our team works to understand how you think about your assets, what you expect for your wealth and the way you want your financial outlook to evolve over the coming years.

We strive to analyze your total financial picture, including investable securities, real estate, business equity, trusts and alternative investments. We can also help you assess how much you're really spending on taxes, interest, fees and other costs. Our team will suggest investment strategies and financial services designed to align your income, expenses and assets with your financial goals.

Focusing on a different view of retirement

Today, retirement is defined only by your imagination. We work with clients who have bought or started new businesses, pursued new careers and advanced degrees, or have travelled each season to a different continent. Our team can help you crystallize your thinking about where you want tomorrow to take you and what activities you want to pursue. We can offer projections of how much your ideal retirement will cost and suggest investment strategies to help you pay for it.

Creating a legacy

Our team will guide you through wealth transfer strategies designed to help you move taxable assets out of your estate in your lifetime and beyond. We work closely with specialists from Bank of America to help with structuring trusts, family corporations, partnerships and gifting strategies. We can also offer estate planning services to help you transfer your wealth in the ways that you intended.

The Keeney Group
"Selling a business is complicated and there are often emotional as well as financial considerations. Our team can be there every step of the way to offer advice and guidance."

William F. Keeney, CFP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor

We can help you sell on your terms and timetable.

The Keeney Group works with a number of entrepreneurs who have worked hard to build their businesses. At some point, they look forward to moving on to a new chapter. Our team can help you explore the most advantageous ways to sell all or part of the business, and offer strategies for investing the proceeds.

How much is it worth?

We can offer you access to Bank of America valuation specialists who assess the full potential of your business. They also seek to identify components of your company that may offer significant value on their own.

Facilitating the sale

We can help you connect with a Bank of America team to seek out investment bankers, private equity funds, industry peers and other potential investors who may be interested in buying all or part of your business. The Keeney Group can also work with the various stakeholders to help the sale move smoothly—and to keep your best interests at the forefront.

Looking at what comes next

Our team is ready to help you with tax minimization strategies for receiving and investing the proceeds from the sale of your business. Whether the sale has realized all cash or a mix of cash, equity or other compensation, we can show you ways to incorporate these assets into your core wealth structure. We also offer income and distribution alternatives to support your lifestyle as you move into the next chapter of your life.

The Keeney Group
"We assist a wide variety of businesses in navigating the changing world of employer-sponsored retirement plans. Our goal is to help you offer an attractive benefit at a reasonable cost."

Christopher P. Bunnell, CRPC®
Wealth Management Advisor

There are ways to make qualified retirement plans easier to use and administer.

Whether you want to fine-tune or completely redesign your qualified retirement plan, The Keeney Group offers strategies to help make it easier for your employees to use—and easier for you to administer.

We can help you draft detailed investment policies and fee-disclosure statements, as well as suggest an investment menu designed to be cost-effective and have long-term potential. Our team can show you a lineup that offers a range of mutual funds, target date funds, guaranteed income accounts, real estate accounts and money market funds. We also help facilitate investment committee meetings and plan reviews. Best of all, we offer our guidance in a single- or multi-provider environment.

In-depth employee education

The Keeney Group will meet with your employees through group seminars and one-on-one consultations to help them make the most of your retirement plan. We offer guidance on employee and employer contributions, as well as education on investment choices and various distribution options. Our team can also help participants understand the importance of diversification and rebalancing as the financial markets and their personal outlook changes.

The Keeney Group
"We are committed to offering a personalized client experience that, we believe, few other wealth management teams can exceed."

William F. Keeney, CFP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor

We are experienced, capable professionals dedicated to focusing on your goals.

The Keeney Group is committed to enhancing the training, talent and enthusiasm of our team, in order to be effective at handling a wide range of situations, challenges and possibilities. Each member brings a set of complementary skills, so that together we can create a foundation of experience, knowledge and action.

From wherever you are now to wherever your life takes you, our team strives to offer you exceptional client service, advice and guidance.

  • The Keeney Group

    William F. Keeney, CFP®, CRPC®
    Senior Vice President–Wealth Management
    Wealth Management Advisor

  • The Keeney Group

    Christopher P. Bunnell, CRPC®
    Wealth Management Advisor

  • The Keeney Group

    Patrick S. Ryan
    Financial Advisor

  • The Keeney Group

    Raven M. Brockriede
    Client Associate

  • Additional Resources:

  • The Keeney Group

    Bruce Montgomery*
    Vice President
    Wealth Management Banker
    Bank of America, N.A

    *Denotes that this professional is a shared resource of The Keeney Group and relationships are subject to change.

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Christopher Bunnell is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OR, RI, TX, VA, VT, WI

William F. Keeney is registered to do business in:CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OR, RI, TX, VA, WI

Patrick S. Ryan is registered to do business in:AZ, CA, CT, FL, IL, MA, MD, NH, NJ, NM, NY, RI, SC, TN, TX

For questions regarding registration information please contact your Financial Advisor.
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