Kevin Frye
I provide financial planning through Merrill, helping individuals and families make informed, confident decisions across every stage of life. By combining investment solutions, tax‑aware strategies, education planning, and retirement planning, I work with clients to build personalized plans aligned to both their long‑term goals and their evolving financial needs.
Through Merrill’s integrated investment platform, clients gain access to a broad suite of investment and portfolio management solutions, supported by market insights, research, and disciplined planning strategies. My role is to help translate these resources into clear, actionable guidance—whether the goal is wealth accumulation, income planning, or legacy positioning.
In addition, I collaborate closely with Bank of America to deliver integrated banking and lending solutions, including residential mortgages, custom credit strategies, and cash management solutions. This coordinated approach allows clients to align their investment strategy with their balance‑sheet and borrowing needs, delivering a more complete view of their financial picture.
I believe successful wealth management begins with education, clarity, and trust. By combining personalized advice with the capabilities of Merrill and Bank of America, I help clients simplify complexity, plan proactively, and move forward with confidence.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
