William Keeney - Generational Wealth Management Services

William Keeney, a Certified Private Wealth Advisor and Chartered Retirement Planning Counselor, has served clients at Merrill Lynch for more than two decades. Based in Newton, Massachusetts, William Keeney serves high-net-worth professionals and their families and coordinates strategy with other portfolio advisors, such as accountants and attorneys. He seeks to create and maintain long-term relationships with clients that prioritize their interests.

Consistently rated as a Five-Star wealth manager, Mr. Keeney excels in corporate areas such as selling businesses and setting up employee retirement plans. He also coordinates generational wealth transfers and pursues holdings in risk-adjusted areas such as hedge funds, private equity, and tax-beneficial municipal bonds.

Mr. Keeney graduated from Bentley University with a bachelor’s degree in finance. He serves on the board and as vice president of the Larz Anderson Auto Museum, which sits on 64 scenic acres outside of Boston and houses the oldest car collection in the nation. In his free time, Mr. Keeney enjoys competing in marathons and triathlons and supports his children in team sports activities.