Kevin Condon,
Senior Vice President, Senior Financial AdvisorNMLS #2443695
Kevin Condon, CFA® is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He is responsible for providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and their businesses. Kevin resides in Wilton, CT with his wife and 4 children. In his spare time, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf and skiing.
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.
You've paid into the system for years and now it's finally time for you to reap the benefits of your hard work. However, there are many rules governing how and when you can begin to take Social Security, and many considerations that play a factor in your decision making.
Join us for an informative event during which we'll discuss:
- Who is eligible for Social Security benefits
- When is the most appropriate time to start taking benefits
- What factors you should consider before taking Social Security
- Ways in which you can potentially maximize your benefits
- Spousal and survivor eligibility and benefits
To register for the event please click in the link below:
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.
