Michael Kirvan, CPWA®, CPFA®, Managing Director, Wealth Management Advisor with over 30 years of experience in the financial service industry. Throughout Michaels career, he has been committed to helping clients navigate the complexities of wealth management, providing tailored strategies that align with long-term financial goals. Michael focuses on working with multi-generational families, business owners and retirees, offering personalized advice to preserve and grow wealth across generations; helping clients create lasting legacies, manage liquidity events and plan for a retirement with confidence.
Michael works closely with a team of Firm specialists to provide comprehensive wealth planning, investment management, tax-efficient strategies, and estate planning services. Leveraging Merrill and Bank of America’s extensive resources, Michael offers clients a holistic approach to wealth management, designed to address their immediate needs and long-term goals. As head of the Kirvan Pierce Sweeney Group he leads a team of dedicated professionals committed to delivering outstanding service, fostering trust and empowering clients to make informed financial decisions
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.
