Kedar Wilson
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
I optimize clients' assets or liabilities for longevity, liquidity and legacy.
I have over 10 years of financial services industry experience, joining Merrill Lynch Wealth Management in 2023 from Ethic Inc, a WealthTech Asset Manager. Before joining Ethic, I was the Director of Advisor Services at Tidal Financial Group, a full-service thematic ETF Issuer.
Prior to joining Tidal, I worked at UBS within the Advisor Marketing and Client Experience division. From 2010 to 2016 I've held positions within Wealth Management and Consumer Banking as a Financial Advisor at Morgan Stanley and Relationship Manager at J.P. Morgan.
My Core Values:
Humility
Empathy
Focus
Aperture
Structure
Words I live by:
Control what you can and know what you can't control.
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.
