Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Since joining the The Kielt Ullo Group at Merrill Lynch Wealth Management 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 the various aspects 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 Wealth Management. 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, 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.
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.
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 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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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.