Wunderlich Welcomes California Advisor
(MEMPHIS, TN / September 5, 2017) - Wunderlich, a leading full-service investment firm headquartered in Memphis, announced that financial advisor Robert Keller has joined the firm’s growing Wunderlich Independent Network (WIN) of financial advisors. Based in Burlingame, California, the 23-year industry veteran joined Wunderlich from Morgan Stanley.
“We are extremely happy to welcome Rob to our firm,” said David Claibourne, director of WIN, a program dedicated to serving the unique needs of independent financial advisors. “Wunderlich is increasingly becoming a destination for success-minded independent advisors. We are confident that our partnership with Rob – which combines his professional abilities with our world-class technology, product and support platforms – will allow him to further enhance his ability to serve his clients’ needs and grow his practice.”
For the last four years, Keller was a vice president and portfolio manager with Morgan Stanley. Prior to that, he was with Merrill Lynch for almost 12 years. Keller received a BS in business management from Ithaca College. He also earned a JD degree from the Boston University School of Law and was a practicing attorney for Sweet & Rose, LLP, prior to beginning his financial services career.
To reach Robert and learn more about his practice, visit www.wunderlichsecurities.com/robertkeller.
About WunderlichBack to Media Center
Wunderlich provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. Established in 1996 and headquartered in Memphis, Tennessee, Wunderlich has 23 offices in 14 states and 400 associated professionals. Wunderlich is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company.