Kevin Navas

Kevin Navas is a Financial Advisor at Merrill Lynch Wealth Management who works with successful individuals, executives, entrepreneurs, and families to help preserve, manage, and grow their wealth responsibly. His clients frequently seek guidance in navigating complex financial decisions and gaining access to the extensive resources through specialized professionals available at Bank of America.* Kevin helps clients prepare for financial challenges, identify opportunities to strengthen their financial position, and implement tailored strategies designed to meet their unique goals.

Kevin graduated with honors from the California State University of Fullerton, earning a Bachelor of Arts in Business Administration with a concentration in Finance. Prior to joining Merrill, Kevin gained valuable experience at New York Life and Wells Fargo, where he developed extensive knowledge in the role life insurance investment vehicles can play within a customized financial plan and learned the importance of integrating banking relationships to help clients achieve their objectives through a coordinated wealth strategy. He holds the Accredited Wealth Management Advisor™, AWMA® and Chartered Retirement Planning Counselor™, CRPC™ designations.

*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

**Accredited Wealth Management Advisor™, AWMA®, and the AWMA® logo and Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

***Merrill Life Agency's California License Number 0522776