Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kevin serves as a Wealth Management Advisor within Merrill Lynch that works with busy professionals and wealthy families to define and ultimately achieve their financial goals. In addition, he has a specific niche helping professionals employed in the investment management industry.
By accessing Merrill Lynch and its broad array of resources and specialists, Kevin is able to develop and create strategies that represent the least complicated, most effective way to help accomplish clients’ goals. Importantly, Merrill Lynch gives Kevin the freedom to pursue an open and unbiased suite of investment strategies that maximizes his ability to operate in their clients’ best interests.
Specific personalized strategies address:
Trust and Estate Planning Services Working with Family Tax Accountants and Attorneys
Insurance Planning Strategies
Corporate/Personal Cash Management and Credit Strategies
Kevin has earned the designations of Chartered Financial Analyst® (CFA®), and Chartered Retirement Planning CounselorSM (CRPC®), and has more than 20 years of experience in the investment management and financial services industry.
Prior to joining Merrill Lynch in 2006, Kevin was a Partner at and helped launch the money management firm Arrowstreet Capital in Cambridge, Massachusetts. At Arrowstreet he helped focus on managing global/international equities for large institutional investors such as pension funds, endowments, and foundations. Kevin has also held positions at PanAgora Asset Management and Mellon Trust.
Kevin received his BS in Business Administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 1994. Kevin and his family reside in Salem, NH.
Holds Series 7, 66 FINRA registrations
University of New Hampshire
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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.
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 Lending Officer NMLS # 1422123
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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*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.
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.