Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 (UCSD). 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 & the Yale School of Management. Since 2007, he holds the Chartered Market Technican® (CMT®)designation. Kevin recently completed the Merrill Longevity Training Program offered by the University of Southern California (USC) Davis School of Gerontology.
Kevin is a specially qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building & managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies when servicing clients through the firm’s Investment Advisory Program. As a Portfolio Manager he may manage his strategies on a discretionary basis.
Kevin's team provides informed, customized investment advice & financial services to high net-worth investors. Based on a highly personalized investment platform, the team implements appropriate strategies to help meet their client's most cherished goals. Tailored to client wishes, the team prescribes periodic reviews as needed. Lending and credit services through Bank of America, N.A., retirement, insurance & legacy plan services as well as asset management are all integrated and optimized for each client.
Kevin's team includes other seasoned professionals. Jerry Au, Senior Vice President, Wealth Management Advisor, CRPC®, joined the team in 2002. He is a Math/Economics graduate from UCLA and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Jerry focuses on investment implementation and asset management using a wide range of strategies to help clients meet their investment objectives.
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 11 years of experience in the financial services industry including at Wells Fargo and JP Morgan. Claudia leads the Client Services responsibilities for the team.
A native of California, Kevin lives in Calabasas and serves on the Board of Directors of the Los Angeles World Affairs Council. Kevin also supports The Painted Turtle, a Paul Newman inspired program for seriously ill children, the Los Angeles Music Center and the Museum of Contemporary Art (MOCA). He loves to coach his kids' sports and, given the rare opportunity, enjoys ocean sports.
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 San Diego
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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.