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.
St John's University
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.
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.
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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.
We put you first, every day.
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.
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.