A veteran in the financial services industry, Kevin joined Merrill Lynch Wealth Management in 1989. While located in the Philadelphia Center City office, he served as syndicate manager handling all IPO’s and secondary offerings. He has dedicated his practice to thoroughly understanding the priorities of high net-worth individuals and families, and provides them with personalized attention and disciplined, customized financial strategies.

Kevin works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning options. He and his team then craft disciplined strategies designed to pursue desired client outcomes. He is cognizant of building, managing and preserving client wealth for current and future generations, while concurrently addressing the various aspects of clients’ financial lives.

Investment management strategies may incorporate equities, fixed income, alternative investments, ETFs and other types of investments. Kevin focuses on municipal bond investing which provides clients with tax-efficient income.

Kevin conveys access to both the investment insights of Merrill, and banking, credit and lending services of the Bank of America.

Kevin holds a range of certifications including the series 7, 63, and 65 FINRA registrations, and his Life, Health and Accident insurance license. He is a 1988 graduate of East Carolina University with a B.S. in Finance, where he was twice a doubles racquetball champion, and founding member of the the Pi Kappa Alpha Fraternity. During the 1990s Kevin was one of the youngest members of Rotary Club in the Philadelphia area. Kevin was also hired in the early 1990’s to work on the Johannesburg, South African Stock Exchange. However, he turned down the position as he felt is loyalty was to Merrill.

He frequents NHL hockey games nationally, due to the various friendships and client relationships he has developed over the years. Kevin’s hobbies include flying radio-controlled aircraft as a member of the Valley Forge Signal Seekers Club. He also is a luxury car-enthusiast, and member of the Antique Rolls-Royce Owner’s Club.

Philanthropy is a centerpiece in Kevin’s personal commitment to make the world a better place. Kevin is a volunteer in the Philadelphia region for Purple Hearts Reunited. Their mission is to return lost or stolen military medals of valor to veterans or their families, in order to honor their sacrifice to the nation. He previously served as a board member for the American Technion Society and Temple Sholom in Broomall, PA.

*Asset allocation does not ensure profit or protect against loss in declining markets.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.