Maureen Keating, Cfp®
About Maureen Keating, Cfp®
Maureen Keating, CFP®, is a Senior Vice President at UBS in Hartford, Connecticut, where she has worked since 2023. With over three decades of experience in wealth management, she specializes in estate and legacy planning, wealth transfer, and special-needs situations.
Work at UBS
Maureen Keating serves as Senior Vice President at UBS, a role she has held since 2023. Based in Hartford, Connecticut, she works on-site and is involved in various aspects of wealth management. Her responsibilities include developing strategies for estate and legacy planning, wealth transfer, and addressing special-needs situations. This position marks a new chapter in her extensive career in financial services.
Previous Experience at Merrill Lynch
Before joining UBS, Maureen Keating worked at Merrill Lynch Wealth Management for 34 years. She held the position of Wealth Management Advisor and Senior Vice President from 1990 until 2024. During her tenure, she focused on providing comprehensive financial advice and solutions to clients, emphasizing estate planning and wealth transfer strategies.
Education and Expertise
Maureen Keating completed her education at South Windsor High School, where she earned her High School Diploma/GED. Her professional expertise includes estate and legacy planning strategies, wealth transfer, and special-needs financial planning. She has developed a strong foundation in these areas throughout her career in wealth management.
Personal Interests
Maureen Keating resides in Ellington, Connecticut, where she actively engages with the local arts and culture scene. In her personal time, she enjoys traveling, reading, and skiing. These interests reflect her commitment to a well-rounded lifestyle outside of her professional responsibilities.