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Wealth Management AdvisorFirst Vice President-Wealth ManagementOXMOOR PLACE101 BULLITT LANE
Floor No. 04,
Wealth Management Advisor
First Vice President-Wealth Management
Reg Senior Client Associate
Utilizing a highly personalized planning and goals-based approach, The Myers Heil Group brings its affluent clientele their holistic wealth management strategies. “ Whatever is in our client’s best interest is what we do. Our motivation is to meet their long-term financial goals for themselves and families,” explains Keith Myers.On behalf of hard-working and busy clients in 27 states, the team works closely with business owners, leading executives at international firms, physicians and others in planning for a successful retirement.In order to devote an exceptional degree of attention to clients’ evolving lives, Keith and Carol travel often – visiting clients nationwide and working with their attorneys and CPAs – to update wills, discuss trust matters, and create tax-minimization strategies that align with a client’s overall wealth management plan. For Keith and Carol, collaboration extends to how they work with clients, encouraging both spouses and often times other family members to attend meetings . “We want each person to be comfortable and contribute to the process. We’re fully accountable and transparent. It is our goal to earn our client’s trust and confidence ,” says Carol Heil. Keith and Carol are qualified Portfolio Managers who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing either a personalized or defined strategy, which may incorporate individual stocks and bonds, Merill Lynch model portfolios, and/or third party strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage their strategies on a discretionary basis.“We give clients economies of scale, meaning they consistently share in our best and brightest ideas. Depending on a client’s needs, each portfolio is customized with allocations across three buckets – liquid assets, market-risk assets and opportunistic assets,” says Keith.
Whether clients are planning for retirement, a child’s education or preparing for the transfer of their wealth, each goal is prioritized and coordinated. Often without the cushion of a pension, clients turn to the team for strategies that can create reliable income streams, maintain purchasing power, and leave a legacy for children or charities – while accounting for possible Social Security and inflation scenarios.Partnering with their Wealth Management Banker from Bank of America, N.A., the Myers Heil group helps arrange for residential lending and refinancing, as well as securities-based lending in which clients can borrow at attractive rates.“We recognize that clients’ lives are fluid. If they change careers, divorce or have a child, we are there for them. From the start, we establish an appreciation of why clients are saving, their motivations and priorities. At all times we are fully engaged. We often celebrate retirements, births, weddings and anniversaries. Our clients are like family,” Carol points out.Keith A. Myers CRPC®First Vice President – Wealth Management Wealth Management AdvisorPortfolio ManagerKeith started his Financial Advisory career with Merrill Lynch in 1985 and has been personalizing “big-picture” wealth management strategies ever since, for a loyal circle of clients and their families. Over the years Keith has served as Resident Manager in Merrill’s Evansville Indiana office and he has been on the Louisville Complex’s Management Team. An Indiana native, Keith graduated from Indiana University in Bloomington, Indiana with a Bachelor’s degree in Management. Keith is a past Board of Director member of Susan G. Komen for the Cure and has served on Komen’s Executive and Finance committees. Currently Keith is on the Board of Directors of the Dare to Care food bank in Louisville and serves on their Executive and Finance committees. A big fan of music, sports and photography Keith and his wife, Amy live in Prospect, Kentucky.Carol L. Heil, CIMA®, CRPC®First Vice President - Wealth Management Wealth Management AdvisorPortfolio ManagerCarol joined Merrill Lynch in 1996 and merged her practice with Keith’s in 1999. Their collective vision at the time they formed their team remains their mission to this day: create a private wealth management practice with the foundation built on wealth management strategies. Carol earned both a Bachelor’s degree in Computer Science and a Master’s degree in Business Administration from Bellarmine University – where she was a scholarship student-athlete in basketball and softball.A native of Louisville and proud mom of her teenage son, Carol is an avid golfer, sports fan and enjoys traveling and spending time with her son. They live in Buckner, Kentucky. Kathleen McConnellRegistered Senior Client AssociateA true veteran of financial services, Kathleen began her career in 1971 at Bache & Company in Louisville, and joined Merrill Lynch in 1978. Having experienced decades of market and economic conditions since then, Kathleen brings her insights and perspectives to the team and, most importantly, to clients. Kathleen is a lifelong resident of the Louisville area who, along with her husband of over 40 years, Michael, are the parents of Elizabeth and Emily – and grandparents of two. When Kathleen is not spending time with family, she enjoys travel, reading, crocheting, knitting and motor racing (as a spectator).Amy Dye Myers Client AssociateAmy recently joined the team following a career in banking and insurance. While Amy’s official title is Client Associate her team affectionately refers to her as the Chairperson of WOW. “Everyday it is essential that we understand what is important to our client’s and as a team make every effort to make their lives better. We are not simply striving to satisfy our clients. We are working tirelessly to make them emotionally engaged fans.” Amy is a Louisville area native and is the proud mother of Slater and Spencer. Both Slater and Spencer are serving their country in the United States Navy. Amy loves to cook, entertain and read (just not at the same time) and believes strongly in giving back to the community as a volunteer with Susan G. Komen for the Cure, Dare to Care Food Bank and Home of the Innocents.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Carol Heil is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MD, ME, MI, MO, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA
Keith A. Myers is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MD, ME, MI, MO, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA
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