Keith Holloway

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Hendersonville, NC 28792

About

Keith Holloway is a Financial Advisor with Merrill Lynch Wealth Management who has been in the financial services industry since 2011. He joined Merrill in 2020 and holds FINRA registrations earned in 2014. Keith focuses on helping affluent individuals develop personalized financial strategies by understanding both their short- and long-term financial goals. His expertise includes legacy planning, managing new wealth, and personal retirement planning.

Keith earned a bachelor's degree in Psychology from Appalachian State University. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach to wealth management emphasizes listening carefully to clients’ needs and creating comprehensive plans tailored to their unique financial situations, evolving as their life goals change over time.

Keith and his wife, Lara, live in Hendersonville with their three children. They are active in the community, supporting education. Outside of work, Keith enjoys football, reading, soccer, and spending time with his family.

Expertise

General retirement planning Wealth management General estate planning guidance

Work history

Bank Of America, N.A.

2020 - Present (6 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2020 - Present (6 years)

WELLS FARGO Clearing Services, LLC

2016 - 2020 (4 years)

Wells Fargo Advisors, Llc.

2014 - 2016 (2 years)

Wells FArgo Bank NA

2011 - 2020 (9 years)

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