Keith Holloway
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
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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