The Benway Kepplinger Wealth Management Group

Merrill Lynch Wealth Management
300 West State St.
Floor 02
Media, PA 19063
(610) 565-9936
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We work with business owners and executives to convert their money into wealth. Building wealth is more than investing; it is about executing a plan based on priorities, passions and goals. Our clients lean on us to help them make smart financial decisions that over time convert their success into financial well-being.
The Benway Kepplinger Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Business owners face a unique set of challenges when it comes to wealth management. In many cases, the owner’s personal liquidity is often substantially less than economic net worth. As such, succession, retirement, tax and estate planning decisions are more complicated. Moreover, multi-generational businesses may lack leadership consensus at transition and force sub-optimal outcomes. As advisors experienced in handling a wide variety of these situations, we with you to define your goals and develop a financial plan to achieve them.

About Us
It's About You

Relax. This is your process. You're probably here because you have arrived at a crossroads. The answer you are looking for is not so obvious and you need some advice. Perhaps a term sheet arrived on your desk and the numbers look interesting. Suppose your children aren't interested in joining the company after college. Maybe your largest competitor was closed down for tax fraud. You need someone to help you sort out the implications and find the right course of action.

Meet Our Team
David Benway
Senior Vice President, Financial Advisor
610.565.9936
Keith Kepplinger
Assistant Vice President, Financial Advisor
610.565.9812
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Erica Dugan
Structured Credit Executive
Christopher Caradec
Wealth Strategies Advisor
Elizabeth M Burlinson
Senior Wealth Management Lending Officer
NMLS #364508
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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