Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The King Group
- phone
305.933.6237
- address
19495 Biscayne Blvd
Suite 700
Aventura, FL 33180
Merrill Lynch
Wealth Management
The King Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. We strive to be a trusted source for advice and guidance for our clients and their families for generations. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
The King Group
Welcome
As Merrill Lynch Wealth Management Advisors, The King Group offers advice and guidance based on your goals and priorities-for yourself, your family, and your business. Our wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Approach
No two investment approaches are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. We'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Events
March 28th, 2023: Financial matters for women
April 28th, 2023: Journey of Caregiving
May 8th, 2023: Social Security
June 15th, 2023: Financial fundamentals
July 11th, 2023: Planning for the retirement you want
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Kevin James King
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Meet Our Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
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.
Michael Hagopian
Wealth Management Banking Specialist
Merrill
Sameer Derashri
Wealth Strategist
Merrill
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Past Events
Tune out the noise: Wealth planning for the year ahead
March 28th, 2023|4:00 PM EST
Join us on March 28 at 4:00 p.m. Eastern for a virtual event, Tune out the noise: Wealth planning for the year ahead. Long-term wealth planning is important to your family and your financial well-being. Despite this noisy political and economic climate, there are underlying factors at play that may make this the right time to create or update your estate plan. Our panel will explore:
- How rising interest rates, high inflation and increased volatility are impacting the economy.
- What a divided government means for tax legislation.
- Family dynamics and the role they play in estate planning.
- Actionable strategies for investors to consider in 2023.
Hosted by: Jennifer Galvagna, Head of Trust, Estate & Tax Solutions, Bank of America Private Bank
Panelists: Katie Carlson, Head of Wealth Strategy, Bank of America Private Bank & Mitch Drossman, Head of National Wealth Strategies, Chief Investment Office, Merrill and Bank of America Private Bank
Opportunities in Municipal Bonds in 2023
Merrill Lynch, 401 E Las Olas Blvd, 21st Floor Conference Room, Fort Lauderdale, FL 33301
March 22nd, 2023|12:00 PM - 1:30 PM EST
**Alternative Investments**
Please tune in to an exclusive Municipal Bond update and solutions event featuring Merrill specialist David Neale and Nuveen Portfolio Manager Steven Hlavin. This is an in-person event in which lunch will be provided and will take place in our Fort Lauderdale location. Call the number below to reserve your spot today!
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Back to the (new) Future
March 15th, 2023|4:00 PM EST
Outlook 2023
Please join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They'll also cover regional insights and potential ways to navigate today's new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the martkets
- Dealing with inflation, volatility, and other investment risks
- Portfolio strategies and opportunities to consider now
Create a plan that is all about you.
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
Articles
Why Merrill?
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.
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