Maria Irene Mc Keon
Advisor at Merrill — Flemington, NJ State Route 31
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.
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.
Credentials
Series 63, Series 66
Experience Industry experience
17 years
Location
Flemington, NJ 08822
Merrill
Institution
Maria Mc Keon is a Senior Financial Advisor at Merrill Lynch Wealth Management, leveraging over 25 years of experience in the financial industry. She has served in various roles including senior investment banker and public finance professional at Citigroup, co-founder of an advisory firm, CFO, and financial advisor to multiple enterprises. Her practice focuses on corporate and personal investment, retirement planning, liquidity management, insurance, and lending solutions within the Bank of America platform. Maria works with businesses, institutions, non-profits, and individual investors to help them achieve their financial goals through a holistic approach.
Maria holds a Bachelor's degree from Herzen University and a Master's degree in International Finance and Business from Columbia University in New York City. She holds several professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains a nationwide advisory practice and has considerable international finance and business background from her extensive work and travel in emerging markets.
Outside of her professional life, Maria is an avid traveler and engages in personal interests such as antiquing, gardening, and tennis.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Flemington, NJ State Route 31
200 State Route 31
Flemington NJ 08822
Advisors at this office
14
New Jersey · Texas
17 years of industry experience
Bank of America, N.A.
2020 - Present • 6 years
Flemington, NJ
Merrill
2019 - Present • 7 years
Flemington, NJ
UnEmployed
2019 - 2019 • 1 year
Flemington, NJ
Morgan Stanley Private Bank, N.A.
2018 - 2019 • 1 year
New York, NY
Morgan Stanley
2018 - 2019 • 1 year
Flemington, NJ
Subsidy Insight Strategies LLC
2012 - 2018 • 6 years
Flemington, NJ
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