The Yonkers Group

Merrill Lynch Wealth Management

520 Newport Center Dr
Newport Beach, CA 92660
(949) 721-6592
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The Yonkers Group serves some of Newport Beach’s most prominent executives, entrepreneurs, affluent retirees, and distinguished businesses. Led by Kenneth Yonkers, his team executes a structured and organized approach to managing wealth. The Yonkers Group relies on their 60+ years of combined experience to deliver an efficient process that is customized for every investor.
The Yonkers Group
Merrill Lynch Wealth Management
Welcome

Through meaningful conversations we get to know what matters most to you and use that understanding to help you plan the retirement you’ve envisioned. The team is committed to helping you pursue a retirement that is an extension of your life. Together, we can build a personalized plan that takes into account your priorities, retirement goals, risk tolerance, time horizons, liquidity needs and financial situation. And over time, we will work together to measure your progress, making adjustments to your plans, as necessary, to help you stay on track.

About Us
Welcome

Through meaningful conversations we get to know what matters most to you and use that understanding to help you plan the retirement you've envisioned. The team is committed to helping you pursue a retirement that is an extension of your life. Together, we can build a personalized plan that takes into account your priorities, retirement goals, risk tolerance, time horizons, liquidity needs and financial situation. And over time, we will work together to measure your progress, making adjustments to your plans, as necessary, to help you stay on track.

Meet Our Team
Kenneth Yonkers
Managing Director, Wealth Management Advisor
949.721.6592
Alexander C Kissee,

CFP®

Assistant Vice President, Senior Wealth Planner
949.721.6591
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.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Ronaldo Bowen
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.