Kevin Pogroszewski

Kevin works with individuals, families, and business owners, guided by the belief that financial success is built through discipline, planning, and a clear process. His planning-focused approach begins with understanding each client's unique goals and priorities, then developing a comprehensive wealth strategy designed to address key areas such as retirement planning, investment growth, education funding, tax-efficient strategies, and legacy planning.

As the son of Polish immigrants who came to America in pursuit of the American Dream, Kevin grew up with a deep appreciation for hard work, sacrifice, and perseverance. Watching his parents build a life through determination and opportunity instilled in him the values that continue to shape both his personal and professional life today. Their journey inspired his passion for helping others create financial security, build wealth, and pursue the goals that matter most to them.

Dedicated to delivering personalized advice and exceptional service, Kevin works closely with clients to help them navigate important financial decisions with confidence. Through tailored wealth management strategies, disciplined portfolio oversight, and a relationship-first philosophy, he strives to help clients pursue their financial goals while building lasting relationships that often span generations. His ultimate objective is to serve as a trusted advisor and resource through every stage of life's financial journey.

Kevin joined Merrill in 2022 as an Investment Advisory Specialist within the Investment Solutions Group, where he worked closely with Financial Advisors and their clients to support portfolio construction, asset allocation decisions, and the implementation of Chief Investment Office investment guidance. This experience strengthened his expertise in investment strategy and wealth planning, forming the foundation of his approach as a Financial Advisor today.

Kevin earned both his Master of Business Administration (MBA) and Bachelor's degree in Finance from Rider University. He resides in Hamilton, NJ and enjoys traveling, fitness, golf, and spending time with family and friends.

Kevin Pogroszewski
Financial Advisor
Senior Portfolio Advisor
609.455.6293 | Kevin.pogroszewski@ml.com