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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2020, 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Kevin Chau is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. With over twenty-five years of experience as a financial advisor, Kevin has built his financial career by helping clients preserve and grow their wealth through asset allocation and disciplined long term investment management strategies. He earned a Bachelor’s Degree in Finance from State University of New York - Empire State College.
Kevin offers customized strategies in:
-Personal & Institutional Asset Management
-Personal Retirement Planning
-Corporate 401k and 403b
-Insurance and Estate Planning Services
Named to the Forbes "Best-in-State Wealth Advisors" list in 2023, 2022, 2021 and 2020.(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)**
Since the start of Kevin’s career, he has helped many physicians, senior corporate executives, and successful business owners to define and achieve their financial goals. As part of the CG Group, Kevin also focuses on managing the endowments and retirement plans for non for profit institutions.
Kevin is very involved with his local community through philanthropic organizations. He serves on the board of trustees for Boys Hope Girls Hope of New York, Snug Harbor Cultural Center and Botanical Garden, and spends time serving as a mentor to underprivileged and at risk children.
Chinese
SUNY Empire State College
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.
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 Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642144
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
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