Bradley Kushner
I work with individuals and families whose financial lives have become increasingly complex — often involving multiple priorities, competing decisions, and long-term implications that extend beyond markets alone. My role is to bring structure and clarity to those decisions so clients can act with confidence rather than react to noise.
Before entering wealth management, I worked in the entertainment industry, where I operated in high‑stakes, fast‑moving environments that required discretion, negotiation, and the ability to manage complex relationships. That experience continues to shape the way I approach client situations today.
Over the years, I’ve built a disciplined framework grounded in long‑term thinking, risk awareness, and thoughtful execution — particularly when decisions carry both financial and personal weight.
I am based in Merrill’s flagship New York City office and hold degrees from Northwestern University and Pepperdine University (MBA), along with Series 7 and 66 FINRA registrations. I live in Sleepy Hollow, NY with my wife and our two children.
My work brings together every part of your financial life in a structured, thoughtful way — combining planning, disciplined investing, and long‑term strategy with the full resources of Merrill and Bank of America. I help clients make confident decisions across several key areas:
Planning & Strategy
Comprehensive goal‑setting, long‑term planning, and guidance through major financial decisions, tailored to your life and priorities.
Investment Management
Disciplined portfolio construction with access to traditional markets and, when appropriate, alternative strategies across real assets, hedge funds, and private equity.
Liquidity & Cash Flow
Strategies to manage ongoing cash needs, liquidity events, and income patterns — whether consistent, irregular, or evolving with your career.
Retirement & Income Strategies
Planning for retirement transitions, optimizing employer plans, and designing long‑term income frameworks for individuals and organizations.
Equity & Concentrated Position Guidance
Support for stock options, RSUs, and concentrated positions, including assistance during job transitions and compensation changes.
Trust, Estate & Legacy Coordination
Working closely with Bank of America specialists to align your long‑term intentions with a clear, efficient estate and legacy structure.
Personal & Business Credit Solutions
Customized lending strategies through Bank of America, including securities‑based lending, tailored credit solutions, and residential financing options.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*NMLS ID 1967809
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.
