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Keith A

Series 63, Series 65

St Pete Beach, FL

Merrill

Keith Azar is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He serves clients from the Merrill East Lansing, Michigan office, focusing on delivering holistic wealth management and planning. Keith’s expertise includes individual and corporate retirement plans, corporate executive services, investment consulting for defined benefit and defined contribution plans, legacy planning, portfolio management, and socially responsible investing. Keith began his career with Merrill in January 1994 and has over 30 years of experience in the financial services industry. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Financial Administration from Michigan State University. Originally from Clinton Township, Michigan, Keith now resides in Bath, Michigan with his wife, Jen, and daughter, Veronica. Outside of work, he enjoys adventure sports, boating, reading, and spending time with his family.

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance
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