Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
A veteran in the financial services industry, Kevin joined Merrill Lynch Wealth Management in 1989. While located in the Philadelphia Center City office, he served as syndicate manager handling all IPO’s and secondary offerings. He has dedicated his practice to thoroughly understanding the priorities of high net-worth individuals and families, and provides them with personalized attention and disciplined, customized financial strategies.
Kevin works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning options. He and his team then craft disciplined strategies designed to pursue desired client outcomes. He is cognizant of building, managing and preserving client wealth for current and future generations, while concurrently addressing the various aspects of clients’ financial lives.
Investment management strategies may incorporate equities, fixed income, alternative investments, ETFs and other types of investments. Kevin focuses on municipal bond investing which provides clients with tax-efficient income.
Kevin conveys access to both the investment insights of Merrill, and banking, credit and lending services of the Bank of America.
Kevin holds a range of certifications including the series 7, 63, and 65 FINRA registrations, and his Life, Health and Accident insurance license. He is a 1988 graduate of East Carolina University with a B.S. in Finance, where he was twice a doubles racquetball champion, and founding member of the the Pi Kappa Alpha Fraternity. During the 1990s Kevin was one of the youngest members of Rotary Club in the Philadelphia area. Kevin was also hired in the early 1990’s to work on the Johannesburg, South African Stock Exchange. However, he turned down the position as he felt is loyalty was to Merrill.
He frequents NHL hockey games nationally, due to the various friendships and client relationships he has developed over the years. Kevin’s hobbies include flying radio-controlled aircraft as a member of the Valley Forge Signal Seekers Club. He also is a luxury car-enthusiast, and member of the Antique Rolls-Royce Owner’s Club.
Philanthropy is a centerpiece in Kevin’s personal commitment to make the world a better place. Kevin is a volunteer in the Philadelphia region for Purple Hearts Reunited. Their mission is to return lost or stolen military medals of valor to veterans or their families, in order to honor their sacrifice to the nation. He previously served as a board member for the American Technion Society and Temple Sholom in Broomall, PA.
English
East Carolina University
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.
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.
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.
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.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.