We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
About MeKevin serves individuals and families of substantial wealth with comprehensive investment management, wealth planning, and access to family office services. He leverages the Merrill Private Wealth Management platform to help clients preserve and grow their irreplaceable capital.
Kevin provides highly personalized advice and service to clients for their complex needs. Kevin takes the time to understand each clients goals and objectives in order to deliver long-term, fully integrated solutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals that help them sustain their lifestyles through economic cycles; increase their wealth beyond taxes, inflation, and fees; manage their day-to-day financial complexities; and transfer their wealth to future generations and causes.
Bachelor's Degree, Political Science
Northwestern University, Kellogg School of Management
Masters of Business Administration, MBA
Harvard University, Kennedy School of Government
Masters of Public Administration, MPA
KM & Associates
My affiliation with KM & Associates
extends my capabilities to further serve my clients and their families. From our offices in Palm Beach, FL and Greensboro, NC we work closely with a select number of affluent individuals and families throughout the country.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.