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

Watch now

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

Watch now

Merrill Lynch

The Kingshill Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Our clients leverage our combined 75+ years of experience at Merrill Lynch Wealth Management helping define, shape and achieve their financial vision for their families.  We identify opportunities and create tax-efficient strategies in managing their total financial picture for today and for future generations.
mediahandler/media/

Welcome

There are many complexities and challenges facing your family in a financial world that is constantly evolving.  The Kingshill Group strives to provide an exceptional client experience in wealth planning, investment management and service.  We are attuned to what matters to you – your objectives and needs, values and priorities.  We bring greater clarity and structure to managing the key aspects of your financial life.

mediahandler/media/

Retirement Approach

We are dedicated to helping you through the different stages of your financial life.  Our approach is simple, transparent and backed by the investing insights of Merrill Lynch Wealth Management and the banking resources of Bank of America.

Saving Goals
We will assess what is needed to save in a tax efficient manner for life’s goals, such as education costs and retirement.

Retirement Outlook
We are especially skilled in helping our clients take a more proactive approach to retirement by:

  • Optimizing Social Security Claiming strategies to maximize their benefits
     
  • Deploying Roth Conversion strategies to minimize their long term income taxes
     
  • Preparing sophisticated retirement forecasts and plans to better improve our clients abilities to make smarter decisions about retirement

Wealth Transfer Services
Working with specialists from Merrill, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy.  We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.

mediahandler/media/

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

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.

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.

Erik G Kingshill

Forbes "Best-in-State Wealth Advisors" 2020, 2021, 2022, 2023, and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Brian D Kingshill

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

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.

Courtney Kelch

Senior Trust Officer

Bank of America, N.A.

Vishal Parmar

Wealth Management Banking Specialist

Merrill

Jaime Murillo

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #904580

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.


      MLBrochure.png

      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.

      Anthem video thumb.jpg 
      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.