Cali Keller

Background

About Cali Keller

We believe the true value of wealth management is not in the numbers but in the life that the numbers make possible. We are dedicated to using our financial acumen to offer you simple, realistic strategies to help get you from point A to point B so you can live your life fully and with purpose. Scott Swift began his relationship with Merrill as a client of the Firm in 1966. Scott became captivated with the financial markets after using money he earned from his lawn-mowing business to purchase his first stock. In 1980, he joined Merrill as a Financial Advisor and over the past three decades he has built a large, highly-skilled, passionate team of financial professionals. Teamwork is at the heart of our culture and we set the bar high when working with you. Combining our diverse talents and resources helps us create informed strategies to better organize your financial life, preserve your wealth, and help you achieve your financial goals. Our knowledge, acquired through real-world experience, education, and professional designations, helps us proactively guide you through ever-changing business and economic cycles. We recognize that in today's economy you need to stay informed and prepared for a wide range of possibilities. We believe in making our clients feel fully engaged in our process while having a complete understanding of the concepts that we discuss together. Essentially, we educate our clients to help them make informed and carefully considered decisions about their future. Our clients are the driving force behind everything we do. Drawing on more than 100 years of collective financial services experience, we work with business owners and affluent individuals and their families who have successful, complex lives but little time to research and prepare for their financial future.