Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
333 NORTH POINT CENTER EAST
ALPHARETTA, GA 30022-8294
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Kirk Stewart believes the most effective wealth management strategies help clients preserve their assets and promote growth by preparing for continual evolution in the markets and their lives. In this dynamic economic environment, he works to ensure investors follow a disciplined path based on Modern Portfolio Theory — where customized timelines, tactical asset allocation strategies and tax-aware investing help create lasting wealth. By doing so, Kirk can support his clients at every life stage, including wealth accumulation, retirement projections and estate-planning needs.
Kirk joined Merrill Lynch Wealth Management in 2010 after serving as a Financial Advisor at Morgan Stanley Smith Barney. Today, he leverages Merrill’s open architecture platform and vast access to research and industry specialists, as needed, while helping clients soundly and diligently achieve their goals. Kirk’s disciplined approach successfully assists closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, and affluent individuals and families. Whether helping a retiree with legacy planning strategies or a corporation to implement an effective 401(k) plan, Kirk remains focused on his clients’ specific needs at every planning stage.
Kirk is a graduate of the J. Mack Robinson College of Business at Georgia State University and holds a bachelor’s degree in business administration, majoring in finance. He is an active community member and involved in the Cystic Fibrosis Foundation. Kirk also enjoys playing golf and spending time with his wife and their twin sons.
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.
Georgia State University
Personalized advice, disciplined investing and ongoing review can make this a reality.
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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Your advisor is a click away within our site or mobile apps
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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.