Keller Biswurm

About Keller Biswurm

As a Financial Advisor, Keller strives to work along side clients in making effective choices by understanding their goals, priorities, and life stages. With the resources of his team, Merrill, and Bank of America, Keller aims to provide a comprehensive approach to wealth management by formulating advice and planning based on each clients individual and unique situation. Volunteer opportunities and community involvement are very important to Keller and play a large role in how he interacts with clients and his community. Keller\'s main interests include spending quality time with his wife and young daughter, volunteering and participating at his church, and adventuring throughout North Carolina.

Experience

1. Financial Advisor

   Merrill Lynch

   Oct 2020 — Present

   We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it\'s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family. Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investment preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America\'s banking products and services and Merrill\'s investment insights to address all aspects of your financial life.

Education

• Elon University

  Bachelor's Degree

  2013 — 2017