Evan Kendis joined Merrill Lynch Wealth Management in 2005. He offers personalized advice and guidance, wealth management strategies and sophisticated strategies to clients. Working with small business owners and corporate executives, Evan assists them with retirement planning services and concentrated stock diversification strategies, including defined-benefit, defined-contribution and SEC Rule 10b5-1 plans. His primary focus is developing sophisticated income strategies. He earned a bachelor's degree from The College of New Jersey. Evan lives in Basking Ridge, New Jersey, with his wife, Lori, and their sons, William, Andrew and Matthew.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
