Local Financial Advisor Keith Wallace Named to Forbes ‘Best In State Wealth Advisor’ List

Financial Advisors

Senior Vice President and Wealth Management Advisor Keith Wallace

Local Merrill Lynch Wealth Management Financial Advisor Keith Wallace was recently named to the 2023 Forbes “Best Wealth Advisors in the State” list.

Wallace is Senior Vice President and Wealth Management Advisor at Merrill Bank of America. His team at Merrill is called The Wallace Group. Wallace began his career at Merrill Lynch in 1989 and at Salomon Smith Barney (now Morgan Stanley) where he spent 12 years before returning to Merrill in 2006. (CPWA) from the Investments & Wealth Institute.

The State’s Best Wealth Advisors list includes 7,321 financial advisors who have collectively managed nearly $11 trillion in assets. The rankings for this year’s list were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by companies.

Merrill Lynch currently holds the #1 position for all companies, with a total of 1,820 advisors on the Forbes list, and 23 financial advisors ranked #1 in their state . This gave Merrill Lynch the top spot for his sixth straight year.

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Ariel Wallace is editor of the Preston Hollow Advocate and the Lake Highlands Advocate. She is a graduate of her TCU (Go Frogs!) and hails from Dallas. You can reach Ariel at awallace@advocatemag.com or on her social media platform @arieevan_.

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