Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

A veteran in the financial services industry, Kevin joined Merrill Lynch Wealth Management in 1989. While located in the Philadelphia Center City office, he served as syndicate manager handling all IPO’s and secondary offerings. He has dedicated his practice to thoroughly understanding the priorities of high net-worth individuals and families, and provides them with personalized attention and disciplined, customized financial strategies.

Kevin works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning options. He and his team then craft disciplined strategies designed to pursue desired client outcomes. He is cognizant of building, managing and preserving client wealth for current and future generations, while concurrently addressing the various aspects of clients’ financial lives.

Investment management strategies may incorporate equities, fixed income, alternative investments, ETFs and other types of investments. Kevin focuses on municipal bond investing which provides clients with tax-efficient income.

Kevin conveys access to both the investment insights of Merrill, and banking, credit and lending services of the Bank of America.

Kevin holds a range of certifications including the series 7, 63, and 65 FINRA registrations, and his Life, Health and Accident insurance license. He is a 1988 graduate of East Carolina University with a B.S. in Finance, where he was twice a doubles racquetball champion, and founding member of the the Pi Kappa Alpha Fraternity. During the 1990s Kevin was one of the youngest members of Rotary Club in the Philadelphia area. Kevin was also hired in the early 1990’s to work on the Johannesburg, South African Stock Exchange. However, he turned down the position as he felt is loyalty was to Merrill.

He frequents NHL hockey games nationally, due to the various friendships and client relationships he has developed over the years. Kevin’s hobbies include flying radio-controlled aircraft as a member of the Valley Forge Signal Seekers Club. He also is a luxury car-enthusiast, and member of the Antique Rolls-Royce Owner’s Club.

Philanthropy is a centerpiece in Kevin’s personal commitment to make the world a better place. Kevin is a volunteer in the Philadelphia region for Purple Hearts Reunited. Their mission is to return lost or stolen military medals of valor to veterans or their families, in order to honor their sacrifice to the nation. He previously served as a board member for the American Technion Society and Temple Sholom in Broomall, PA.

*Asset allocation does not ensure profit or protect against loss in declining markets.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

  • LANGUAGES

    English

  • EDUCATION

    East Carolina University

Professional Staff

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Helping you pursue your goals starts with getting to know you and your family. We will work together to create a financial strategy that reflects your investment style and is built around your life plan. My planning process can help you identify and prioritize your personal and professional financial goals, including education funding and retirement lifestyle. Potential strategies are offered to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Focus On High-Net-Worth Individuals and Families

Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.

A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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 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.

      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.

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      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 Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.

      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.