William F. Keeney, CFP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor
Bill joined Merrill Lynch in 2002 after four years in the financial services industry. His mission is to assist business owners, corporate executives, pre-retirees, retirees and high-net-worth families with goal-oriented wealth management. Bill works to form long-term relationships with clients and is passionate about helping them make informed decisions in all aspects of their financial life. He seeks to accomplish this through understanding their financial and emotional decision-making processes, which helps him guide clients as they develop individualized wealth management strategies.
Bill is a qualified portfolio advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
Bill holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He earned a bachelor's degree in business from Bentley University. He and his wife, Lauren, have two children, Dillon and Tyler. In his free time, Bill enjoys spending time with his family and training for triathlons.
Christopher P. Bunnell, CRPC®
Wealth Management Advisor
Prior to joining Merrill Lynch in 2010, Chris worked in the financial services industry as a retirement planning consultant for eight years. He guides clients in developing customized retirement analyses while offering investment strategies and financial guidance designed to help them pursue the retirement lifestyle they envision. His belief in client service and proactive communication helps him to better understand clients' expectations and aspirations.
Chris is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.
Chris holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. He earned a master's degree in finance from Boston University and a bachelor's degree in finance from University of Vermont. He and his wife, Liz, live in Weston, Massachusetts, with their sons, Topher and George, and golden retriever, Henry. Chris enjoys golf, skiing and running.
Patrick S. Ryan
Patrick began his career in the financial services industry in 2012 and joined Merrill Lynch in 2013. He focuses on helping clients organize their investments and developing new client relationships, as well as nurturing existing ones by striving for superior service. Patrick seeks to understand clients' needs so that he can help them to craft wealth management strategies to pursue their lifestyle and retirement goals. He is committed to helping clients simplify their financial lives, promptly addressing their requests, coordinating regular portfolio reviews and keeping them fully informed. Patrick earned a bachelor's degree in economics and finance from Bentley University. Patrick spends his free time swimming and golfing at the Nashawtuc Country Club. He lives in Boston.
Raven M. Brockriede
Registered Client Associate
Raven began her career in financial services as an intern at Bank of America in 2009 and joined The Keeney Group in 2013. She enjoys the variety of her job, which includes event planning and marketing, account maintenance, administrative duties, relationship building, customer service and coordination of accounts and statements. A dedicated problem-solver, Raven is passionate about providing exceptional customer service and maintaining strong client relationships. She earned a bachelor's degree in sociological research from Drew University. Raven volunteers with the Juvenile Diabetes Research Foundation and resides in Norton, Massachusetts.
Merrill Lynch Banking Advisor
Bank of America, N.A.
You may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Merrill Lynch Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Michele Gasper, Vice President and Merrill Lynch Banking Advisor, supports your Financial Advisor team. Michele has been in the banking industry since 1987 and joined Bank of America in 2007.
*Denotes that this professional is not an exclusive resource of The Keeney Group and relationships may be subject to change.
Kyle began his career at Merrill Lynch as an intern for The Keeney Group in 2014 and joined Merrill Lynch full time in 2015. He enjoys the excitement his job brings and is passionate about helping others. He is committed to building strong relationships with new and existing clients and helping them pursue their goals. He believes that success is a combination of preparation and opportunity and seeks to implement this with clients. Kyle earned his bachelor’s degrees in corporate finance, and accounting for health and industry, from Bentley University and was a four-year starter for the Bentley University football team, an experience he credits for building his strong work ethic. Kyle spends his free time with his family and enjoys training in the gym.