Kenneth Koch
Ken has been in the wealth management industry since 2012, joining Merrill Lynch Wealth Management in 2022. Ken and his team help their clients determine what is important in their financial life and help them achieve their goals through detailed financial planning. From just starting out, to more complex financial strategies, to planning for retirement, Ken makes sure to handle each of his clients needs with care. Ken's prides himself on providing stability and confidence throughout the wealth management process to help you and your family through their financial journey.
Ken is a graduate of Bridgewater State University, where he earned a Bachelor Degree in Communications while being a four year letterman of the football team. Currently, Ken resides in Duxbury, MA with his wife Katy and their two children Josie and Charlie. In his downtime, Ken enjoys spending time with his family, being involved in youth sports his children are participating in, and golfing where he is a active member at Marshfield Country Club.
I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
