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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 Wealth Management Client Associate, with over 35 years at Merrill including important roles in management.
Claudia Iribe, Registered Senior Wealth Management 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.
English
University of California San Diego
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 understand that both your life and the financial markets can change over time. By 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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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