Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Senior Vice President
Senior Resident Director - Wealth Management Advisor
We are happy to help serve you.
Our Yardley Branch office’s financial advisors have one primary goal: to help affluent, high-net-worth and ultra- high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for enlisting experienced advisors and career-changing recruits. The Market Executive in your Branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.
Neil McKeon is the Resident Director of the Yardley, PA Branch, and performs a dual function as financial advisor and team leader. Neil works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance activities— such as helping to ensure communication and coordination with the local Office Management Team.
Chris joined Merrill Lynch in the Fall of 2000. He has held various roles in both sales and management, enabling him to relate well to the needs and challenges of financial advisors and client associates. In his current role, Chris is responsible for daily risk oversight for the Complex, minimizing exposure while implementing a strategies-based approach to accomplishing the goals and objectives of clients and advisors. He is a graduate of DeSales University with a B.A. in management and a minor in psychology. Chris also holds Series 7, Series 66, Series 9 and Series 10 FINRA registrations. Chris and his wife Wendy, along with their four children, live in Bucks County, PA.
Kelli Gill is the Client Relationship Manager working with Deborah Shepherd, Market Executive for the Princeton, New Jersey and Yardley, Pennsylvania offices. She joined the firm in 1998. Prior to becoming a Client Relationship Manager, Kelli was the Resident Manager of a Mid Atlantic banking team since 2009, from 2006-2008 a member of the FA and Client Experience team, and from 1999-2006 a Senior Registered Client Associate for a Financial Advisor team. Kelli earned a Bachelors of Arts in Political Science from Vassar College. She also holds Series 7, Series 66, Series 9, Series 10 and Series 24 FINRA registrations. Kelli and her daughter, Tori, reside in Newtown, PA.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.