“My accounting background gives me insights into clients’ tax situations and coordinating with their accountants. I’ve also worked with institutions and have a deep knowledge of balance sheets – what to look for and when to drill deeper. Once I understand a client’s overall assets, trust situation and expenditures, we work backwards to develop a tax-sensitive investment strategy designed to increase wealth and decrease risk.”

Kevin has more than 20 years' experience as an accountant*, financial advisor and consultant. Kevin is a CERTIFIED FINANCIAL PLANNER^™ professional and a specially qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Prior to joining Merrill Lynch Wealth Management in 2009, Kevin managed the hedge fund and family office client relationship group at SS&C Technologies where he concentrated on tax and portfolio system implementation. Since earning a Bachelor's of Science degree in Accounting from University of Scranton in 1993, and later his Certified Public Accountant* designation, he has also worked in the hedge fund tax and audit area at a large accounting firm and as a financial advisor at UBS. A resident of Summit, Kevin enjoys collecting wine, cooking, biking, the sport of triathlon, and, above all, spending time with his wife, Sylvia, and their three children.

*Kevin does not offer tax advice in his role at Merrill.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.