Kevin Needham brings a wealth of experience, dedication, and care helping clients achieve their financial goals since 2006. Kevin holds the CERTIFIED FINANCIAL PLANNER™ certification. He views each client as unique and special and takes time to listen carefully to understand what matters most to them and how he can best serve. His clients enjoy access to the investment insights of Merrill and the banking convenience, lending solutions, and trust services of Bank of America.
Kevin follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
