Kevin McGreen
Financial Advisor
One Financial Plaza
Providence RI 02903
(401) 278.7025
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As a Financial Advisor I work with clients to develop a practical approach to accomplishing their financial goals. With Bank of America and Merrill Lynch Wealth Management supporting me, I am able to do so with industry leading research and resources. My diverse background managing banking operations and technology offers me unique insight into the industry and inspires my logical, results-driven approach to financial management. We can accomplish this together by building a lasting relationship. By getting to know you I can learn to understand what is important to you, what your plans and goals are in life, and what you’ve done so far to prepare to accomplish your goals. With this information I can put into action an appropriate plan to help you achieve the success in life that you deserve.
Profile

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

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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Kevin McGreen is registered to do business in AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA.