Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Ken is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Public Accountant (CPA), the Certified Plan Fiduciary Advisor(CPFA),the Certified Divorce Financial Analyst® CDFA®, and the Chartered Retirement Planning CounselorSM, CRPC® designations. Ken has over 36 years of experience providing a holistic approach to wealth management, servicing individuals and businesses by managing their assets and liabilities. Ken does not provide legal or tax advice in his role as Senior Vice President; Wealth Management Advisor with Merrill. He is a member of the American Institute of Certified Public Accountants, The Financial Planning Association, The Institute for Divorce Financial Analysts, and the New Jersey State Society of CPA's where he has served as Chairman of the Personal Financial Planning Committee and Chairman of Committee Operations. Ken graduated cum laude from Fairleigh Dickinson University, where he received his BS degree in accounting, and also attended the Wharton School for Executive Business Management.
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.
Fairleigh Dickinson University
Learn about the MyMerrill Mobile App.
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 periodically 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.