Kirk Stewart believes the most effective wealth management strategies help clients preserve their assets and promote growth by preparing for continual evolution in the markets and their lives. In this dynamic economic environment, he works to ensure investors follow a disciplined path based on Modern Portfolio Theory — where customized timelines, tactical asset allocation strategies and tax-aware investing help create lasting wealth. By doing so, Kirk can support his clients at every life stage, including wealth accumulation, retirement projections and estate-planning needs.

Kirk joined Merrill Lynch Wealth Management in 2010 after serving as a Financial Advisor at Morgan Stanley Smith Barney. Today, he leverages Merrill’s open architecture platform and vast access to research and industry specialists, as needed, while helping clients soundly and diligently achieve their goals. Kirk’s disciplined approach successfully assists closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, and affluent individuals and families. Whether helping a retiree with legacy planning strategies or a corporation to implement an effective 401(k) plan, Kirk remains focused on his clients’ specific needs at every planning stage.

Kirk is a graduate of the J. Mack Robinson College of Business at Georgia State University and holds a bachelor’s degree in business administration, majoring in finance. He is an active community member and involved in the Cystic Fibrosis Foundation. Kirk also enjoys playing golf and spending time with his wife and their twin sons.



*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.