Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Kevin works with affluent individuals and families to build, manage and preserve their wealth for current and future generations. He believes that keeping clients informed builds the best partnership. Kevin invests time to learn about each client, helps identify their financial goals and explains all recommendations and strategies to provide clarity.
By tapping into the resources of Merrill and access to the banking convenience of Bank of America he assists in all areas of his clients financial lives including:
• Asset allocation and investing
• Risk Management
• Retirement income planning
• Education funding
• Concentrated and restricted stock management
• Tax minimization strategies
• Estate planning services
After 22 years in advertising and marketing, Kevin joined Merrill Lynch Wealth Management in 2017. He lives with his wife and three children in Scotch Plains, NJ. When not spending time with his family he enjoys golf, basketball and maintaining an active lifestyle.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Learn about the MyMerrill Mobile App.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.