Kevin works with affluent individuals and families to build, manage and preserve their wealth for current and future generations. He believes that keeping clients informed builds the best collaboration. Kevin invests time to learn about each client, helps identify their financial goals and explains all recommendations and strategies to provide clarity.
By tapping into the resources of Merrill and access to the banking convenience of Bank of America he assists in all areas of his clients financial lives including:
• Asset allocation and investing
• Risk Management
• Retirement income planning
• Education funding
• Concentrated and restricted stock management
• Tax minimization strategies
• Estate planning services
After 22 years in advertising and marketing, Kevin joined Merrill Lynch Wealth Management in 2017. He lives with his wife and three children in Scotch Plains, NJ. When not spending time with his family he enjoys golf, basketball and maintaining an active lifestyle.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
