Kevin, who heads his team, has over 30 years of experience in investment management at Merrill Lynch Wealth Management. Kevin advises high net worth individuals, family offices, institutions, and private foundations; focusing on wealth management strategies for asset accumulation, distribution, philanthropic, and estate planning services. In addition, Kevin oversees the group’s corporate services including, 401k, business lending, ESOPs, commercial, and home financing. In 2019, Kevin was recognized by Forbes Magazine in the Forbes "Best-In-State Wealth Advisor" list. (*Published on February 20, 2019. Rankings based on data as of June 30, 2018). Kevin holds a Bachelor of Science degree in Finance from Boston College. Kevin was qualified by the firm to attend and completed the University of Pennsylvania Wharton School Wealth Management High Net Worth Investment Program. Kevin is the President of the Boston College National Alumni Association and is on the Executive Committee of BC’s Wall Street Council. Kevin is an alumnus of Xavier High School, New York, where he is a past Trustee and chaired its Advancement and Development Committee. Kevin and his wife Jean reside in Pound Ridge, New York.
*NMLS ID 579958
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 20, 2019. Rankings based on data as of June 30, 2018.The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
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.
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.
