Kevin Condon
,
Senior Vice President, Senior Financial Advisor
NMLS #2443695
301 Tresser Blvd
Stamford, CT 06901
203.356.8778
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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 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.

Most recently, Kevin worked at Citi Private Bank based in New York City, where he was a Director and the Investment Counselor Head for the High Net Worth Region. In that role, Kevin led a team of experienced product specialists that provided high net worth clients with asset allocation, product advice and capital markets solutions. Prior to that, he worked as a portfolio manager at UBS AG Private Bank where he was responsible for the management of the firm’s global multi-asset discretionary product platform. Kevin started his career as a portfolio manager at Bank of America Private Bank (formerly US Trust). Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA® Charterholder.

Our team, FCMH Wealth Management & Associates uses a comprehensive approach that focuses on efficiently managing both sides of the balance sheet, offering cash and lending solutions, wealth structuring and tax efficient portfolio management. We work with a diverse client base which includes entrepreneurs, executives, family offices and real estate investors whose goals are primarily to preserve and grow their assets. Our investment philosophy includes a focus on risk management, with the intent to diversify away from the risks inherent in their business.

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.

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.

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.
Gary B Ehrlich
Wealth Management Lending Officer
NMLS #589394
Deborah Pugatch
Wealth Management Banking Specialist
Christopher Caradec
Wealth Strategies Advisor
Tuesday, July 16th 2024| 11am
Overcoming the insecurity around Social Security

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:

https://goto.webex.com/weblink/register/r1a06c0813a2bbdac5b6a2f59a68e8c01

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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Kevin Condon is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.