Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a member of Merrill Lynch Wealth Management, Kinne is a Senior Vice President, Wealth Management Advisor, and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
Kinne also serves as the Senior Resident Director of the Premier Place office.
His team helps affluent families develop financial strategies and recommendations for their personal and business needs.
A graduate of Spring Hill College with a degree in Economics/Finance, Kinne has been in the financial services industry for thirty-one years, the last twenty- seven with Merrill Lynch.
He lives in Dallas, his home for the past thirty- four years,with his wife Cary and has three children, Costa, Remy and Ryder.
They are actively involved with the Women's Auxiliary to Children's Medical Center, Parkland Hospital Volunteer Program, and the Clayton Dabney Foundation for Kids with Cancer. Kinne is also a member of The Salesmanship Club of Dallas.
Series 7, 65,63,3,and 8 FINRA registrations:
Merrill Lynch Specialists and Advisors that work with Kinne as additional resources include:
Brian Marks, CFP® , CRPC®
Senior Vice President
Wealth Management Advisor
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Christopher D. Myers
Senior Wealth Management Lending Officer
Wealth Management Lending Officers do not offer investment advice, not make recommendations on investment products.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Spring Hill College
Learn more about the highly engaging podcast series from Merrill Lynch
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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.