Kilian/Kangas Group

Merrill Lynch Wealth Management
11724 Ocean Gateway
Ocean City, MD 21842
Learn more about an advisor's background on
Kilian/Kangas Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Kilian/Kangas Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Monday, May 20th 2024| 6:30 PM
Wine Women & Wealth: Growing Better With Time

What does fine wine and wealth have in common? A true wine lover knows that their favorite vintage isn't created overnight. It's a lengthy steady process in planting, growing, harvesting, storing and bottling. Growing your wealth has a similar process in creating a plan, growing with confidence, allowing time to enrich the portfolio and when the time is right, utilizing careful execution to maintain the legacy you have built. Confident planners understand it takes time to for a financial plan to come to actualization, just like wine needs time to age. During the process, they live within their means and adhere to the long-term plan. For both wine and wealth; time, guidance, and quality inputs all combine to help build a savory result.
Please join us in a fun-filled evening empowering strong, like-minded women to take charge of their financial futures and build confidence. Amazing things happen when women come together! Whether you've hung up your hat and are enjoying time with the grandkids or you're knocking it out of the park with your thriving business, there is always more to learn about how you can make your money work for you.

Meet Our Team
John Kilian, CFP®,CPFA™
Senior Vice President, Wealth Management Advisor
410.213.8810
John Kilian
First Vice President, Senior Financial Advisor
410.213.8817
Alyssa Curtis
Financial Advisor
410.213.8820
Phyllis Kilian
Wealth Management Client Associate
410.213.8813
Magee White
Officer, Wealth Management Client Associate
410.213.8818
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.
Wendy C Phelan
Wealth Management Banking Specialist
Alfred Imbro
Trust Specialist
Jason Cline
Regional Lending Specialist
NMLS #1054231
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.