Merrill Lynch Financial Advisor Robert Keller

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Robert Keller is a financial advisor based in Huntersville, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Robert provides comprehensive financial planning services. His practice primarily serves individuals and families seeking to achieve their financial objectives through personalized guidance.

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