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The Kish Morrison Group

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Merrill Lynch

The Kish Morrison Group

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Merrill Lynch
Wealth Management

As Financial Advisors, we serve as catalysts to help you articulate and prioritize the hopes and dreams you have for your wealth as it relates to your family and the things you are most passionate about.

The Kish Morrison Group

Welcome

At the Kish Morrison Group, we believe that true wealth management is about more than investing. We take a big-picture view to help you design financial strategies focused on the goals that are most important to you, not only during your lifetime but for generations to come.  

We work with individuals and families in all phases of their financial lives. Some have already accumulated significant wealth, while others are working hard to create it. No matter what life stage you are in, we can help you address your current wealth management needs and prepare for future “what ifs.”

 Each of us has personal as well as professional experience with many of the same wealth management challenges our clients face. We combine our skills and knowledge to approach each circumstance with insight and empathy. Although every client is unique, we can apply what we have learned from helping other clients with similar concerns. 

As a team, we are committed to offering the same personalized attention and high-touch service to high-net-worth clients and the emerging affluent. We value every client and find joy in working with them to pursue their wealth management goals.

Philosophy

Our investment philosophy is anchored by the following core principles:

• We select investment managers with consistently favorable risk adjusted returns versus their peers. We prefer manager tenure of five to ten years, longer if possible.

• We believe that the single most important determinant of investment returns over time is asset allocation.

• We do not attempt to time markets.

• We recognize the importance of investment expense and tax minimization to the total return of client portfolios.

• We take a total return approach to investing. Investment returns come from both price appreciation and income generated within a portfolio. Either can be “spent” by a client.

Who We Work With

We work with clients throughout the Pittsburgh area and across the country. Some have retired, are preparing to retire, or have relocated for a career opportunity. Others are business owners or families with roots in our region. Many have reached transition points in their financial lives. (See How We Can Help.)

We also work with non-profit organizations whose causes we believe in and often support. Each member of our team is involved in philanthropy in the communities where we live and work.

Our goal is to help clients simplify their financial lives with wealth management strategies for every stage, from accumulating wealth to passing it on to the next generations. We take the time to understand what each client values most and what they hope to accomplish with their wealth, during their lifetime and beyond.

Every client relationship begins with a thorough, in-depth conversation. We discuss the many facets of your financial life, including assets held outside Merrill, liabilities, near-and long-term financial goals, and legacy considerations. We ask questions about you and your family to uncover potential needs, such as long-term care and funding for higher education. This is the beginning of a dialogue that will evolve along with your wealth management needs.

As relationships grow, we strive to create a bond where clients are comfortable inviting us into their lives. We know it isn’t always easy to be open and honest about your life and your finances, but we believe it is essential. We’re committed to transparency, and we encourage the same from our clients.

How We Can Help

Many clients come to us at critical transition points in their financial lives. Some are preparing for expected events: retirement, selling a business, purchasing a home, or funding a child’s education. Others are confronting the unexpected: inheritance, divorce, or the death of a spouse.

We understand the challenges and concerns these life events can present. Through our expansive network and resources, we can help you create financial strategies aimed at making transitions easier.

We offer a broad range of goals-based strategies and services to help clients address wealth management needs as their lives evolve. These include:

Getting ready for retirement. We can help you design strategies aimed at generating retirement income and managing your investments when you are no longer participating in your company’s401(k) plan.

Caring for future generations. We can offer strategies for funding higher education expenses, providing for a child with special needs, or creating a legacy for the generations to come. At your request, we can coordinate with your attorney, tax advisor, insurance or other professionals to align your financial strategies.

Transferring wealth. We can provide access to trust and estate planning services, including living wills, trusts and powers of attorney.

Access to credit and lending. We can connect you with Bank of America services to help you meet a range of business and personal cash management and borrowing needs.

Tax minimization strategies. We are sensitive to the impact of taxes on investment returns. Working alongside your tax professionals, we can design strategies to help mitigate the impact of taxes on current and future income.

What You Can Expect

We’re passionate about what we do. By bringing our whole selves to work, personally and professionally, we seek to build long-term client relationships rooted in trust.

Our approach is non-judgmental. We want to help you move forward in your financial life, rather than revisiting past missteps or missed opportunities.

We strive to take the emotion out of financial decision-making. By using a behavioral finance model, we can help you customize your investment approach and avoid costly reactions to market volatility.

Throughout our relationship, we will stay in touch with you to review your progress towards financial goals. When needed, we can help you adjust your investment strategies to keep pace with market changes and your personal circumstances.

We look for points of connection that enable us to have meaningful conversations with you, where we can learn from each other.

Each of us takes responsibility for “owning” client relationships. You will have a primary relationship with one team member who takes the time to know you personally, supported by the entire team.

Recognition

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.

Andrew "Drew" Morrison

Forbes “Best-in-State Wealth Advisors”  2019, 2020, and 2021

Michelle Kish

Working Mother’s “Top Wealth Advisor Moms” 2020

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Evan Durst

Evan Durst

Senior Trust Officer

Bank of America, N.A.

Erik Oskin

Erik Oskin

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #481579

Michael Passodelis

Michael Passodelis

Wealth Management Banking Specialist

Merrill

Your Financial Approach

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.

HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3

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.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.