Kevin Hanley
,

Senior Vice President, Wealth Management Advisor

333 S Hope Street
Los Angeles, CA 90071
800.398.3403
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Kevin P. Hanley, Senior Vice President, Wealth Management Advisor, joined Merrill Lynch Wealth Management in 1983 after graduating from the University of California at San Diego (UCSD). Kevin has earned the Certified Investment Management Analyst, CIMA® designation awarded by the Investments & Wealth Institute (The Institute), taught in conjunction with the Wharton School of Business.

Kevin has completed Executive Programs at The Wharton School of Business, the Stanford University Graduate School of Business, Dartmouth's Tuck School of Business, the Yale School of Management & Harvard University.  He holds the Chartered Market Technician®, CMT® designation since 2007. Kevin has completed the Merrill Longevity Training Program offered by the University of Southern California (USC) Davis School of Gerontology.

Kevin is a specially qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building & managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies when servicing clients through the firm’s Investment Advisory Program.  As a Portfolio Manager he may manage his strategies on a discretionary basis.

Kevin's team provides informed, customized investment advice & financial services to high net-worth investors. Based on a highly personalized investment platform, the team implements appropriate strategies to help meet their client's most cherished goals. Tailored to client wishes, the team prescribes periodic reviews as needed. Lending and credit services through Bank of America, N.A., retirement, insurance & legacy plan services as well as asset management are all integrated and optimized for each client.

Kevin's team includes other seasoned professionals. Jerry Au, Senior Vice President, Wealth Management Advisor, CRPC®, joined the team in 2002. He is a Math/Economics graduate from UCLA and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Jerry focuses on investment implementation and asset management using a wide range of strategies to help clients meet their investment objectives.

Claudia Iribe, Certified Plan Fiduciary Advisor® professional, CPFA®, Wealth Management Specialist, has over 17 years of experience in the financial services industry including at Wells Fargo and JP Morgan. Claudia leads the Client Services responsibilities for the team and assists clients with their financial planning.

Leading Operations and Administrative Services is Kristie Rivera-Loya, Registered Senior Wealth Management Client Associate, with over 45 years at Merrill including important roles in management.

A native of California, Kevin lives in Calabasas and serves on the Board of Directors of the Los Angeles World Affairs Council. Kevin also supports The Painted Turtle, a Paul Newman inspired program for seriously ill children, the Los Angeles Music Center and the Museum of Contemporary Art (MOCA). He loves to coach his kids' sports and, given the rare opportunity, enjoys ocean sports.


   *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 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 

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.

About Me
Welcome

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.

About Merrill

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.

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CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Kevin Hanley is registered to do business in AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, MA, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA.