Kim Pino

Senior Financial Advisor

50 Route 111
Smithtown, NY 11787
631.361.3249
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Kim joined Merrill Lynch Wealth Management in Garden City, NY in 2016, Previously to her time with Merrill Kim spent her career as a Global Institutional Equity Sales Trader with TD Securities USA LLC. Kim has over 25 years of industry experience within the financial industry, Kim’s knowledge base has methodically been cultivated to enforce her commitment and provide her clients the tools and strategies to fulfill meeting short and long term goals.

Kim’s primary objective as a financial advisor is to offer advice and guidance along with Merrill's strategic platform planning for preservation of wealth to help meet goals. In conjunction with Kim’s extensive early career experiences and the foundation of Merrill's platform, Kim is able to provide an extensive display of financial strategies geared toward a personal individual and corporate basis.

Kim’s success is due in part to her ability to resourcefully communicate with others. It has enabled her to harness the potential of all individuals, families and businesses along with a drive to motivate her clients to achieve their financial goals.
Kim understands firsthand the common financial goals of preservation of wealth, managing educational expenses and goals, planning for retirement as well as planning for long term care concerns.

Kim resides in Garden City, NY with her husband, and their two children.

Kim holds a Series 7, 66, 24, 55, and 63 FINRA registrations and Life and Health Insurance licensing.
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.

About Me
Welcome

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.

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.

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Kim Pino is registered to do business in CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, PR, RI, TN, TX, VA, VT, WA.