Kerry Davi is a Senior Financial Advisor at Merrill Lynch Wealth Management. Kerry works closely with individuals and families to develop a more purposeful, thoughtful, and efficient approach to their wealth. Skilled in simplifying complex issues, Kerry assists clients in identifying meaningful goals and delineating a clear and concrete path toward their fulfilment. Clients look to Kerry for a range of needs: customized asset allocation, ESG and Impact investing, risk assessment, pre- and post-retirement strategies, cash-flow analysis, trust and estate planning services, and access to lending capabilities through Bank of America, N.A.
Kerry has extensive experience advising clients who are actively building their wealth or have encountered significant crossroads in their financial lives, either personal or professional. A committed listener, she is adept in anticipating key decision points so that clients can evaluate their options carefully and thoroughly. She believes that service constitutes the heart of every relationship and makes herself accessible for questions, large or small.
Kerry joined Merrill Lynch in 1996 and has steadily taken on additional responsibilities. Her significant tenure with the firm enhances her ability to connect clients to the resources that align with their goals and priorities, enterprise-wide.
Originally from Brooklyn, Kerry now lives in Rockville Center, New York, with her husband Dominick and their sons Paul and Sean. She is active in her community, serving as a Board Member of Cristo Rey Brooklyn High School and St. Agnes Cathedral School in Rockville Center, where she is also a Eucharistic Minister. In her free time, she enjoys cooking, entertaining, golfing and visiting the beach. An avid history buff, she and her son Paul plan to visit all 50 states by the time he graduates from high school.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
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.
CFP®
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.
