The Lepley Group was founded with the goal of providing wealth management planning and personalized investment services to the families we serve. Our primary objective is to become a lasting resource and valued advisor to those who have entrusted us with their financial well-being.
Today’s markets are complex and often confusing to investors. We work closely with you in navigating the uncertainties and volatility to pursue your financial goals. We believe open communication and understanding are essential to client relationships. We continually maintain an in-depth understanding of the markets, so that our advice remains relevant, informed and purposeful at all times. Together, with over four decades of investment experience, we put our knowledge and experience to work for you. We help devise strategies that are designed to manage, preserve, and grow your wealth during your life and that of the next generation.
Our team looks forward to building a sound wealth plan that works for you now and in the future.
Kyle Lepley CRPC®, CPFA®First Vice President
Senior Financial Advisor
Kyle joined Merrill Lynch Wealth Management in 2011 after working five years with a leading Boston-based institutional investment firm. He holds the Chartered Retirement Planning CounselorSM, CRPC® designation. Kyle provides wealth management strategies and financial solutions based upon a family's risk tolerance, time horizon, liquidity needs and overall investment goals. Kyle is a graduate of Saint Joseph’s University’s Haub School of Business where he received his B.S. in Finance. Kyle holds a position on the Red Sox Foundation's Advisory council, he is a member of Providence’s La Salle Academy Alumni committee, he's involved with the Tiger Woods Foundation, and is an active member of the Newport Yacht Club. Open ocean sailing, blue water cruising, fishing and cheering for Boston sports teams are a few of his favorite hobbies.
Jennifer L. Bonomo
Jennifer joined Merrill Lynch Wealth Management in 2007 as Client Associate. She focuses on client relations and account administration with the highest level of personal service and attention.
Highly organized and reliable, Jennifer prides herself on her responsiveness to client questions and requests. She seeks to address all client concerns, whether large or small. She and the team strive for excellent communication and teamwork. Together, we will assist you with all your financial needs and service requests.
To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com.
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.
