Kevin Farladansky,
Financial Advisor
Kevin Farladansky is a Financial Advisor at Merrill Lynch Wealth Management in New York.
With more than 14 years of experience in the finance industry, Kevin works with businesses and individuals with complex needs.
Prior to joining Merrill, Kevin worked for UBS helping domestic and international business owners & individuals in developing investment strategies. Kevin began his career at BBVA working as an International Financial Advisor providing solutions for institutional & ultra-high net worth clients.
Drawing on his extensive experience, Kevin develops a personalized asset allocation strategy for clients and leverages the firm's institutional money management and Capital Markets Group to develop an effective plan and strategy.
I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
