Henry McKay
I grew up just south of Boston in Milton, Massachusetts, where I spent lots of my time outdoors hiking or skiing. Through the French immersion program in public school, I was exposed early to different ways of thinking, communicating, and learning.
My first job was teaching skiing, which is still one of the most formative experiences of my professional life. I enjoyed helping people build confidence, develop new skills, and make progress toward goals that used to feel out of reach. That experience taught me the value of patience, communication, and meeting people where they are.
Rowing, rugby, and playing music reinforced the importance of teamwork, trust, and shared accountability. Success comes from collaboration, preparation, and the ability to work toward a common objective.
Today, those lessons continue to influence the way I work with clients. I view the advisory relationship as a collaboration built on communication, trust, and a clear understanding of what matters to each person and family.
I help individuals and families make thoughtful financial decisions by bringing clarity and coordination to their financial lives.
My approach is rooted in the belief that financial planning is an ongoing discipline. As goals, opportunities, and circumstances change, financial decisions should be evaluated within the context of a broader strategy.
Planning often centers on four key areas: liquidity, tax efficiency, risk management, and wealth transfer. These principles help guide decisions through every stage of life, whether focused on building wealth, preparing for retirement, supporting future generations, or navigating significant life events.
My role is to help clients understand their options, coordinate the moving pieces of their financial picture, and make informed decisions with confidence. This often includes investment management, retirement planning, estate and trust considerations, lending strategies, and collaboration with attorneys, CPAs, and other trusted advisors.
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.
