Kevin is a Vice President and Senior Financial Advisor in the Fifth Avenue Merrill Wealth Management office. As a Senior Financial Advisor and Portfolio Manager, Kevin focuses on total wealth management and offers strategy-based solutions for multidimensional personal and business finances based upon clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Kevin has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with, thereby being able to establish objectives, develop an appropriate strategy, recommend solutions and review progress toward reaching those goals and objectives. Kevin has extensive experience in individual equity selection using fundamental and technical analysis. He uses this knowledge together with modern portfolio theory to help clients of all financial backgrounds and levels of wealth. With Kevin, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Kevin meets regularly with clients' other advisors like CPA's and attorneys to help address their short and long-term goals.

After graduating from St John's University on a full athletic scholarship for swimming in 1990 Kevin entered the family's heavy equipment business. He joined the financial services industry in 1993 and Merrill in 1998. He lives on Long Island with his wife Julia and their three young children. Julia is also with Merrill. She started in 1990 and is currently serving as Northeast Division Client Relationship Executive as a Director. Kevin and Julia have a combined length of service at Merrill of more than 50 years.