Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jerry Au is a Senior Vice President, Wealth Management Advisor with The Kevin Hanley Group, and practicing CERTIFIED FINANCIAL PLANNER™ (CFP ®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He focuses on 401(k) plans, Estate and Retirement Planning Services, Investment and Cash Management strategies for businesses and high net worth individuals.
Jerry joined Merrill Lynch Wealth Management in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics and a minor in Computing. While there, he studied Game Theory under Economics Nobel Laureate Dr. Lloyd Shapley and Competitive Equilibrium under Dr. Bryan Ellickson. He completed an Executive Program at Northwestern University's Kellogg School of Business. In 2004, he earned his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. He attained his CFP® certification in 2006.
The Kevin Hanley Group was founded by Kevin Hanley, Senior Vice President, Wealth Management Advisor with over 30 years of experience in Wealth Management. The team consists of Kevin, Jerry, and their client associates Kristie Rivera and Claudia Iribe.|Kevin P. Hanley, Senior Vice President, Wealth Management Advisor, joined Merrill Lynch Wealth Management in 1983 after graduating from the University of California at San Diego. Kevin has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the Wharton School of Business. Kevin has completed Executive Programs at Harvard University, the Wharton School of Business & the Stanford University Graduate School of Business and, since 2007, holds the Chartered Market Technician® (CMT®) designation. Kevin recently completed the Merrill Longevity Training Program offered by the University of Southern California (USC) Davis School of Gerontology.
Leading Operations and Administrative Services is Kristie Rivera-Loya, Registered Senior Client Associate, with over 35 years at Merrill including important roles in management.
Claudia Iribe, Registered Senior Client Associate, has over 8 years of experience in the financial services industry including at Wells Fargo and JP Morgan. Claudia leads the Client Services responsibilities for the team.
The team's investment philosophy focuses on helping achieve financial goals while minimizing risk by:
- Establishing objectives
- Defining a customized strategy
- Identifying and Implementing recommendations
- Reviewing progress on a regular basis
The team prides itself on superior service and dedication to their client's goals.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
* CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of California Los Angeles
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.