Edward Kunkel

With over three decades of experience guiding high-net-worth individuals, families, and business owners through every stage of their financial journey, I serve as both a strategic advisor and long-term partner. My approach is centered on building multi-generational relationships grounded in trust, discretion, and results.
I specialize in delivering personalized wealth strategies that integrate investment management, tax-efficient planning, estate and legacy structuring, and philanthropic advisory. My clients include entrepreneurs, corporate executives, and retirees who require tailored solutions to manage complex financial lives.
What sets me apart is not only experience, but perspective: I bring a disciplined, consultative approach, collaborating closely with my clients' attorneys, CPAs, and estate planners to ensure alignment across their financial picture.
Whether navigating liquidity events, planning for generational wealth transfer, or seeking sophisticated alternative investment access, my role is to simplify complexity, protect capital, and drive long term success.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.