Trevor VonKaenel
Financial Advisor
1325 Franklin Avenue
Garden City, NY 11530
516.877.8428
Learn more about an advisor's background on
As a Merrill Lynch Wealth Management Advisor, my focus is to help my clients prioritize and pursue the goals that matter most to them by considering all aspects of their financial life.
Profile

In order to offer a comprehensive approach to managing a client's financial assets I begin by ascertaining the client's specific financial position including their life stage, continuing income level, risk tolerance, and family situation.  Then I will help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I can provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of a client’s financial life. My goal is to provide excellent service to help clients define and achieve their goals.
Merrill has a deep-seated tradition of participating in social activities in the communities it serves, and I also engage in public interest activities.

About Me
Welcome

My mission is to understand you and what matters most to you. To take the time to ask thoughtful questions, and (most important) to listen carefully to understand in detail where your wealth stands today, and where you'd like it to be tomorrow. I will help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while also managing your investment risk.

Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Trevor VonKaenel is registered to do business in CT, GA, NJ, NY, PA, TX.