Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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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.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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