Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch Financial Advisor since 2011, Kaile H. Crowell offers goals based wealth management and provides robust long-term financial strategies to a clientele comprised of affluent families, corporate executives and successful business owners. She believes that her strategic approach, detailed planning and experienced team, offering a wide range of investing and banking services through Bank of America, N.A. provides tremendous value to her clients financial lives.
Kaile’s holistic approach to wealth management helps keep client dreams on track and a trusted team of professionals support their financial goals. Merrill Lynch’s time-tested investment platform provides a dynamic and sophisticated set of resources that form the back-bone of our investment team. Our service-focused approach allows the flexibility to not only adapt to a rapidly changing economic climate, but provides an open, empathetic, and compassionate ear to develop a deep understanding of our client’s current financial situation and future objectives, as well as potential concerns at each stage of their lives.
Kaile Crowell is a Seal Beach native, an avid photographer, designer, coffee drinker and forward thinker. She lives by the mantra “be the change you wish to see in the world,” Mahatma Gandhi, and strives to bring peace to those around her.
Kaile earned a Bachelor of Arts degree in Photography and Imaging at the Art Center College of Design in Pasadena. Her degree led her to work with National Geographic, TBWA/Chiat/Day and to be invited as a guest speaker at the United Nations. As an entrepreneur, she started her own successful business, providing creative solutions to clients such as Nike, Oakley, Southern California Edison, and American Vanguard. Through her experience as a business owner, she discovered a love for business and the financial market. She believes her ability to connect with people, develop strong teams, and nurture lasting relationships is unparalleled. She brings these skills to Merrill Lynch to help guide clients through the wealth management process with empathetic understanding for the complexity of both professional and personal financial goals.
Kaile obtained her Series 7 and Series 66 FINRA registrations, and Insurance license at Merrill Lynch. In addition, Kaile went on to become a recipient of the CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation awarded by the College for Financial planning in 2015.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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.
Art Center College of Design
Learn more about the highly engaging podcast series from Merrill Lynch
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #1295470
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.
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
*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.