Bank of America Coronavirus Resource Center See details

The Voit Kunze Group

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

Family, Stewardship, Wise Decisions

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Joseph Maynard Kunze

Joseph Maynard Kunze,

Managing Director

Private Wealth Advisor

Donna D. Shin

Donna D. Shin,

Assistant Vice President

Private Wealth Relationship Manager

Kristopher A Kalish

Kristopher A Kalish,

Private Wealth Relationship Manager

Kimberly A Gill

Kimberly A Gill

Senior Private Wealth Client Associate


Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Matthew Wesley

Matthew Wesley

Wealth Strategist


Paul Pellegrini

Paul Pellegrini

Wealth Management Banking Specialist


Jill Sovick

Jill Sovick

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #444294

Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

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.

Our Philosophy

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.

The Voit Kunze Group

The Voit Kunze Group is a private wealth management team within Merrill that works with a select number of highly prosperous families throughout the country. The clients we work with are different not only in their achievements, but in their essential makeup: the values they hold, the curiosity they possess and the interest they exhibit in managing their wealth to improve the lives of their families and communities.

We are privileged to guide a number of affluent families and individuals in adopting a long term, multidimensional perspective on wealth. We recognize that our families are much more than their money. We are fiercely interested in engaging with the whole individual – his or her history, extended family, interests, passions, pursuits and concerns.

We see wealth management as a means to greater satisfaction in life and we invite you to learn more about our team and the way in which we do business differently.

A Moral and Empowering Framework for Decision Making

The families who engage our team are nice people. While this analysis might sound simplistic it is true. Clients respond to our emphasis on a moral and educational framework for decision making. We believe that financial management is most prudent when it integrates what is most important to each individual and family. We focus on empowering those we serve through thoughtful guidance and education so that they feel competent and comfortable that they have made the best decision for themselves and their families.

Then we work with a client we spend significant time determining his or her attitudes, hopes, expectations and apprehensions about wealth. We use this indepth discovery to inform and infuse our customized strategy for each client encompassing investment management, wealth transfer strategy, tax minimization, cash flow analysis, banking and philanthropy.

We strongly believe in the value of family education. We host gathering for our clients cultivating an environment in which our guests can analyze trends, trade ideas and share findings with similarly successful people.

Centered on the Family

Our approach is designed to advance and accentuate the positive outcomes of wealth for multiple generations. We realize that family dynamics take many forms. Clients want to enhance the lives of their children, parents, siblings, inlaws and grandchildren. We invite multiple members and generations of families to meet with us because we believe that it is crucial to engage the extended family in order to facilitate good communication and responsible attitudes toward wealth. We offer the services of a number of Firm specialists in family communication, conflict resolution and family meetings so that our clients and the people they care about can find greater meaning and satisfaction in their financial and family lives.

Rigorous Investment Management

Sound investment management is a cornerstone of our group. The size and scale of Merrill enables us to tailor investment strategies that align with our clients’ priorities while advancing their financial goals.

As a leading global financial firm Merrill has the dedicated resources to evaluate independent investment managers all over the world. The firm’s open architecture platform allows us to pursue investment opportunities wherever they are. This breadth promotes selectivity enabling us to customize investments by style, priority, industry and methodology. The result is a purposefully crafted portfolio that reflects a client’s individual parameters. In this way we marry the institutional strength of Merrill with the highly customized and selective approach of the Voit Kunze Group.

The Questions We Help Answer

Clients come to us with varying needs. We harness the resources of our team and a wider network of specialists to design customized strategies that respond to those needs. We operate as an intimate, client focused boutique within Merrill, a global leader with world wide resources and capabilities. Here is a small sample of the questions we help answer:

How can I preserve my lifestyle while still being prudent with my money?

How can I help my children and grandchildren retain the values that are important to me?

How can I find meaning and satisfaction through the choices I make with my money?

How can I enhance the effectiveness of my charitable giving?

How do I create a long term financial strategy that reflects what is most important to me?

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Voit Kunze Group

Private Wealth Advisors