Samantha Lain Keeler

Employer firm

Westhill Financial Advisors, Inc. CRD 152506

$789M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 10/2019
  Wells Fargo Bank, Na
  Mesa, AZ
• 05/2019 → 10/2019
  Wells Fargo Clearing Services, Llc
  Mesa, AZ
• 09/2015 → 10/2016
  Bed Bath And Beyond
  Bloomington, MN
• 02/2019 → 06/2021
  University Of Phoenix
  Phoenix, AZ
• 11/2019 → 05/2024
  Merrill Lynch
  Queen Creek, AZ
• 11/2019 → 05/2024
  Bank Of America, N.A.
  Queen Creek, AZ
• 10/2019 → 11/2019
  Grub Hub
  Phoenix, AZ
• 10/2019 → 11/2019
  Postmates
  Phoenix, AZ
• 06/2024 → Present
  Westhill Financial Advisors, Inc.
  San Rafael, CA

Previous Registrations

• 2021-01-08 → 2024-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mesa, AZ
  Queen Creek, AZ
  New York, NY
  Queen Creek, AZ
  Mesa, AZ
  Mesa, AZ
  Chandler, AZ
  Chandler, AZ
  Queen Creek, AZ
  Sun Lakes, AZ

Other Businesses

Insurance Agent; 999 5th Ave, Suite 300 San Rafael CA 94901; Description: Fixed insurance and fixed annuity sales; Start date: 2025-09-05; 5 Hours per month devoted to business during trading hours; No compensation expected.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-06
• S63 Uniform Securities Agent State Law Examination
  2019-08-12

Designations

• Certified Financial Planner

Other Names

• Samantha Keeler