Keith Harter

Background

About Keith Harter

I welcome a connection if you are- A corporate executive approaching retirement, recently retired, or experienced a transition - Seeking a goals based wealth management process for you and your family - A CPA or Attorney interested in providing a valuable resource for your clients - You are in need of a customized, holistic approach to financial advice and guidance - You are interested in discussing our approach to estate planning services Please feel free to contact me at 585-899-2591 or email me at keith_harter@ml.com Our team has over 40 years of experience in helping affluent individuals and families with a client focused goals-based wealth management process. I am focused on helping you achieve your objectives with simplicity, transparency and a disciplined process to measure your progress. My guidance is tailored to support your current lifestyle, retirement income needs and legacy goals. Getting to know Keith: I began my career with Edward Jones before joining Merrill Lynch in 1994 providing wealth management advice. I am a graduate of Rochester Institute of Technology and hold a MBA from Winthrop College. I currently live in Canandaigua with my wife, Jan Harter.