Kevin Busch is a First Vice President, a Senior Financial Advisor, and the founder of The Busch Group at Merrill Lynch Wealth Management. Kevin provides leadership, guidance, and one-on-one attention to a high-achieving clientele, helping them manage their wealth with greater forethought and insight. He has particular depth addressing the needs of private equity principals, financial executives, attorneys, management consultants, and others, who look to him for clarity and direction in pursuing their aspirations, both for themselves and their families.
For busy wealth creators, Kevin and his team look to relieve the burdens that can accompany significant wealth. They support clients in discerning what they want to accomplish in their financial lives and following through on those priorities. Kevin’s areas of focus include cash-flow analysis, wealth planning, trust and estate planning strategies, portfolio design, and access to banking and lending through Bank of America. Kevin also identifies any specialists that clients require, assembling those resources “in a single room” for a highly directed approach. A trusted guide, Kevin builds long-term relationships grounded in transparency and high-touch service.
When asked what inspires his work, Kevin points to lessons from his own upbringing. Originally from a small town in Long Island, he helped his mother with her landscape-design business, performing manual labor and learning the value of persistence and hard work. He notes that “finances can divide families, or they can bring families together.” He believes his parents would have benefitted from better planning and a more secure financial footing. That recognition spurs him to create greater ease and simplicity for the clients in his care.
Kevin has worked in wealth management since 2007 and joined Merrill Lynch Wealth Management in 2019. Earlier in his career, he worked as a Financial Advisor with Morgan Stanley Smith Barney. Committed to professional excellence, he holds the Chartered Retirement Planning Counselor™ designation.
Kevin and his wife Lindsey live in Westfield with their daughter, who keeps them busy on weekends with her sports and activities. Kevin and Lindsey enjoy competing in a range of athletic challenges, including HYROX, triathlons, Ironman 70.3, half-marathons, and marathons.
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The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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.
