Keith Simons Email & Phone Number

Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Sentinel TeamPublished on January 12, 2023. Rankings based on data as of March 31, 2022.**Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK®Research, LLC.Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.I worked at Oppenheimer & Company as a Director of Investments in NYC from 1993-2001, Smith Barney as a First Vice President from 2001-2008 and most recently Morgan Stanley in Short Hills, NJ as a Senior Vice President from 2008-2017. I joined Merrill Lynch Wealth Management in Short Hills as a Senior Vice President, Financial Advisor in 2017.I received my B.A. from the George Washington University and maintain my FINRA series 7, 63, 65 registrations and life insurance licenses. I reside in Short Hills, NJ with my wife and three children.

Listed skills include Financial Services and Services.

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  George Washington University

  Bachelor'S Degree