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Denise Keil Martin, CRPC, First Vice President, Wealth Management Advisor at the Doylestown, PA Merrill office, has provided sound financial advice and integrated wealth management for affluent individuals and business owners since 1991. The robust training and investment platform of Merrill matched with award-winning BofA Global Research and the DALBAR Seal of Excellence for Performance Reporting, has Denise focused on a strategic investment process. Denise's group focuses in the niche of Retirement Income Planning / Analysis and assisting clients with the distribution options of their employer sponsored or retirement plan assets. Annual in-depth analysis of your diversified portfolio, risk tolerance, time horizon, liquidity needs and asset allocation will illustrate and help you work towards your goals and the future you envision.
In addition, Denise partners with a group of Merrill Specialists that provide recommendations for managing liquid and illiquid assets, arranging asset-based personal and business credit, protecting against unnecessary taxes, business succession planning, and retirement income planning. Denise helps clients focus on estate planning issues and works with their accountants and attorneys in developing their wills, trusts and estate plan.
Included in her credentials is the achievement of:
*The CRPC - Chartered Retirement Planning Counselor designation
*Licensed Long Term Health Care and Life Insurance Agent
*Member of the Bucks County Estate Planning Council
*Portfolio Advisor
Prior to her career with Merrill Lynch Wealth Management, Denise graduated from LaSalle University with a degree in Finance and International Business which includes one year of studies in Switzerland at the University of Friborg. Many of the class subjects were taught in French and German with all Finance classes taught in English.
The team approach of Denise Keil Martin, Client Associate: Dee Wiggins, and the group of Merrill Specialists provide clients with high quality personalized service. Portfolio performance and client satisfaction are the team's primary objectives.
Dee Wiggins, Wealth Management Client Associate:
Dee, Wealth Management Client Associate, is knowledgeable in most areas of the financial services industry. Dee has proudly served Merrill clients in the Doylestown Branch Office for over 35 years. Often your first point of contact when you call into the office, Dee handles all general and highly technical client administration.
Denise's clients are high-net-worth individuals, wealthy corporate executives, large 401(k)/ early retirement package recipients, and business owners. In addition to analyzing and managing the various components of her client's financial needs, Denise and members of her highly specialized group are frequent guest speakers.
Denise is highly involved in the Bucks County community and with her volunteer work serving on various event committees. In addition to the Finance curriculum abroad, Denise took academic classes taught in French and German and traveled extensively throughout Europe. Denise is a proud Villa Joseph Marie High School graduate. Denise enjoys step fitness classes and spending family quality time at the shore.
With her guidance, Denise Keil Martin invites you to learn more about and apply the vast financial and premier global investment resources at Merrill.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
LaSalle University
University of Fribourg Switzerland
Villa Joseph Marie High School For Girls
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Retirement Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
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