Kevin Lund
Kevin Lund starts new client relationships with a question that often gets overlooked: What matters most?
Not just what is in the portfolio or what the market is doing, but what actually matters to you, your family, and the life you are trying to build.
It is a simple question, but in Kevin's experience, it leads to better decisions. The drivers behind financial choices are rarely just numerical. More often, they are personal: the desire for independence, a business built over decades, or the need to stop reacting and start being intentional about what comes next. When Kevin understands what is driving someone, the financial strategy tends to find its shape.
Based out of Merrill's office in Manhattan, Kevin advises individuals, families, and business owners across the country whose financial lives have grown more complex than investment management alone can address. Some are managing significant wealth tied to a single company or asset. Others are approaching a major transition or coordinating wealth across generations.
His approach is to take a total balance sheet view by looking at assets, liabilities, liquidity, income, concentrated or illiquid holdings, tax exposure, and estate structure together rather than in isolation. That broader perspective often reveals opportunities a narrower lens would miss.
Most of Kevin's clients already have a CPA, an estate attorney, and other advisors they trust. What they often do not have is someone holding the full picture and making sure those conversations are moving in the same direction. That is a core part of what Kevin and his team do: helping to ensure that decisions across every advisor add up to a coherent strategy rather than a collection of good ideas that do not fully connect.
Kevin joined Merrill in 2016 after graduating from the University of Arizona, beginning his career in the firm's Silicon Valley office, where he grew up. He now lives in Manhattan. Outside the office, he enjoys staying active, golfing, spending time with family, and supporting initiatives focused on financial literacy and underserved communities in New York City.
The wealth you have worked hard to build deserves more than a statement. It deserves a strategy organized around the life you actually want to live.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.
