Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Kevin is a Vice President and Senior Financial Advisor in the flagship Fifth Avenue Merrill Lynch Wealth Management office. As a Senior Financial Advisor, Kevin focuses on total wealth management and offers first class strategy-based solutions for multidimensional personal and business finances based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Kevin has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with, thereby being able to establish objectives, develop an appropriate strategy and review progress toward reaching those goals and objectives. Kevin has extensive experience in individual equity selection using fundamental and technical analysis. He uses this knowledge together with modern portfolio theory to help affluent and high-net-worth clients. With Kevin, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Kevin meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.
After graduating from St John's University on a full athletic scholarship for swimming in 1990 Kevin entered the family's heavy equipment business. He joined the financial services industry in 1993 and Merrill Lynch Wealth Management in 1998. He lives on Long Island with his wife Julia and their three young children. Julia is a Director at Merrill Lynch Wealth Management serving as Client Relationship Manager for the Northeast Division. Kevin and Julia have a combined length of service at Merrill of more than 45 years.
English
St John's University
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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.
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