The Kish Morrison O'Donnell Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
At the Kish Morrison O'Donnell Group, we believe that true wealth management is about more than investing. We take a big-picture view to help you design financial strategies focused on the goals that are most important to you, not only during your lifetime but for generations to come.
We work with individuals and families in all phases of their financial lives. Some have already accumulated significant wealth, while others are working hard to create it. No matter what life stage you are in, we can help you address your current wealth management needs and prepare for future "what ifs."
Each of us has personal as well as professional experience with many of the same wealth management challenges our clients face. We combine our skills and knowledge to approach each circumstance with insight and empathy. Although every client is unique, we can apply what we have learned from helping other clients with similar concerns.
As a team, we are committed to offering the same personalized attention and high-touch service to high-net-worth clients and the emerging affluent. We value every client and find joy in working with them to pursue their wealth management goals.
CFP®, CPFA®, CRPC™
CAP®, CDFA®, CFP®, CPFA®, RICP®
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.
