Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Prior to joining Merrill in November, 2019, Chris spent 20 years on a trading desk in NY, developing custom strategies and executing large stock transactions for his clients. "Working with some of the smartest institutional equity investors on Wall Street helped me learn the importance of diversification, a long term focus, and most importantly – discipline."
Craving a return to his Midwestern roots, his family moved back to his hometown of Minneapolis in November, 2019. "Backed by the significant resources of Merrill and Bank of America, I am now excited to apply my years of experience to my role of Financial Advisor, focusing on the complex needs of wealthy families and business owners."
Benilde St Margaret's high school
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.
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
Alternative Investments Regional Specialist
Bank of America, N.A.
Bank of America, N.A.
Join me for this live online event!
May 11th, 2021|5:30 PM CDT
Cook up a custom Spring Menu with Chef Emeril Lagasse! Whether you are well-seasoned in the kitchen, just beginning, or you use your oven for storage, we welcome you to try your skills alongside Emeril as he guides you through whipping up a delicious spring meal. We will send you a list of the ingredients needed. You are welcome to prepare every item, a select few, or just watch along for entertainment and tips along the way.
Use my contact information below to register.
Join us for a special online event!
May 12th, 2021|5:30 PM CST
Join us at Merrill for a special virtual event centered around all things happiness, featuring National Geographic Fellow and New York Times best-selling author Dan Buettner.
What makes us happy? Most people are misguided or just plain wrong. Living our best life involves optimizing how we evaluate our life, how we experience it from day to day and how to live out our purpose. Following the model he pioneered with Blue Zones of Longevity, Dan worked with Gallup to identify the happiest regions of the happiest countries in the world and distilled their lessons. He also drew from data that represents 95% of the world’s population and a consensus of the world’s top experts to debunk some commonly believed myths. Using stunning National Geographic photography, Dan brings the stories and concepts to life, offering an evidenced-based, long-lasting strategy to set up your life to live your happiest life.
Register by contacting Chris Kern by phone or email below.
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.
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.