Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch 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 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 Lynch including important roles in management.
Claudia Iribe, Registered 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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.