Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
To help clients pursue their financial aspirations, I take a disciplined approach to our results-driven wealth management strategies and engage clients in the development of each personalized plan:
• Identify Goals and Objectives – I take the time to walk through your current financial picture, identify your preferred risk tolerance and understand where you want to be in the future.
• Develop Financial Strategies – Through access to world-class research, team collaboration and powerful investment software, I create a long-term strategy tailored to your goals and risk tolerance.
• Implementation – I select specific investments set to your preferred financial path, with strategies ranging from multinational dividend to global macro growth to endowment model portfolios and beyond.
• Review – I meet with our clients at least quarterly to review their goals as their needs change and I always alert clients to events in the changing market and opportunities that arise, as they present themselves.
• Trust and Estate Planning Services
• Multi-Generational Wealth Preservation and Transfer
• Asset Management – Customized Portfolio Strategies
• Liability and Credit Management
• Corporate Retirement Plans
• Access to Investment Banking Services and Lending from Bank of America, N.A.
• Private Equity and Alternative Investing
Kile is dedicated to providing a personalized investment strategy to address the complex needs of successful individuals and business owners, through a goals-based wealth management process. He brings over 20 years of experience and a wide range of knowledge to his role as a financial advisor at Merrill. He believes that families create their significant wealth through years of hard work and sacrifice and wants to help them preserve, deploy, and diversify that wealth effectively. It is our goal, through this process, that clients will be able to maintain their lifestyle through all various market environments.
Kile is an advocate for Autism Speaks, which is an organization dedicated to increasing awareness of autism spectrum disorders and advocating the needs of individuals with autism and their families.
Kile earned his bachelors degree in Business Finance from Illinois State University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification awarded from by the Certified Financial Planner Board of Standards, Inc. He also completed the Executive program from the Fuqua School of Business at duke University.
Kile currently resides in Aurora with his wife, Traci, and his two sons, Tyler and Cody.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Institutional Investor magazine announced BofA Global Research as one of the top global research firms from 2011-2019 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
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.
Illinois State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
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
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.