Team Furey

Merrill Lynch Wealth Management

208 Golden Oak Court
Suite 400
Virginia Beach, VA 23452
(757) 631-5556
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Our group serves a national clientele with sophisticated wealth management needs.  Navigating through increasingly complex financial markets we continue to grow in scope and reputation while upholding our mission: to place the best interest of our clients above all else.  Whatever your unique needs, we focus on clear personalized strategies that cater to client convenience.
Team Furey
Merrill Lynch Wealth Management
Welcome

Our group serves a national clientele with sophisticated wealth management needs.  Navigating through increasingly complex financial markets we continue to grow in scope and reputation while upholding our mission: to place the best interest of our clients above all else.  Whatever your unique needs, we focus on clear personalized strategies that cater to client convenience.

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Take charge of your financial future
About Us
Approach

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Strategies for preserving and growing wealth
  • Wealth transfer to the next generation
  • Establishment of your legacy through family foundations and philanthropy
  • Diversifying business interests
  • Tax-minimization strategies
  • Access to the banking and lending solitions of Bank of America

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Kevin Furey,

CPFA™, CPWA®, CRPC™

Senior Vice President, Senior Resident Director
757.631.5556
Katherine C Mallery
Assistant Vice President, Wealth Management Associate
757.631.5555
Pamela S. Evans
Assistant Vice President, Wealth Management Client Associate - Resident Director Assistant
757.631.5516
Jillian Kleine,

CRPC™

Merrill Financial Solutions Advisor
NMLS #2511448
757.631.5520
Christina M Manley
Wealth Management Client Associate
757.631.5502
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Stephen L Hougasian
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #609846
Ryan Knowles
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Jeffrey Cole
Senior Trust Officer
Bank of America, N.A.
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.