Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Since joining the The Kielt Ullo Group at Merrill Lynch in 2017, Kevin has worked with clients to help simplify the complexity in their financial lives. This is done not only through investments but through a goals based wealth management process that includes guidance on retirement planning, tax minimization strategies*, estate planning services, and banking and lending through Bank of America, N.A. At the heart of his philosophy is a passion to build enduring relationships with clients through a commitment to outstanding service – and to Kevin, that begins by listening to fully understand their current situation and future objectives, as well as potential concerns. Through his extensive knowledge and partnership with a team of specialists, Kevin is able to assist clients in every aspect of their financial lives and is their first point of contact.
Kevin partners with the Private Executive Services (PES) Team, the largest and longest-tenured private banking team at Merrill Lynch. Within the team Kevin works with individuals to manage their equity compensation plans including stock option and restricted stock strategies and analysis, 10b5-1 trading plans and an array of other executive services.
Prior to joining Merrill Lynch, Kevin worked with Putnam Investments for five years, following a four year professional hockey career. He was selected in the 6th round, 193rd overall in the 2004 NHL Entry Draft by the Nashville Predators. Kevin graduated from Boston University, where he was a member of the Division 1 Men’s Ice Hockey team, and he remains an active participant within with BU community, specifically within the athletic department and alumni relations. He is also active within the Corey C. Griffin Foundation, Travis Roy Foundation, as well as a young leader on the American Ireland Fund. He currently resides in Charlestown, MA.
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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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*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.