Professional Summary
Professional Overview
Kevin Hanley is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. With over 35 years of industry experience, he specializes in providing comprehensive financial planning and investment management solutions to high-net-worth individuals and families.
Experience Summary
Current Role
As a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, Kevin is responsible for developing and implementing customized wealth management strategies for his clients. He leverages his deep understanding of the financial markets, investment products, and tax-efficient planning techniques to help his clients achieve their long-term financial goals. Under his leadership, Kevin's team has consistently been recognized as one of the top performing advisory groups within the firm.
Career Progression
Kevin began his career in wealth management in 1983 when he joined Merrill Lynch. Over the course of his tenure, he has demonstrated a steadfast commitment to client service and has earned a reputation as a trusted advisor among his peers and clients. Throughout his career, Kevin has been instrumental in the growth and development of Merrill Lynch's wealth management practice in the Los Angeles region, contributing to the firm's overall success and industry leadership.
Academic Background
Kevin holds a Bachelor's degree from the University of California, San Diego, where he majored in Finance. His academic achievements and specialized training in wealth management have equipped him with the knowledge and skills necessary to navigate the complex financial landscape and provide his clients with strategic, tailored solutions.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Asset allocation and portfolio construction
- Retirement planning and income strategies
- Tax-efficient investing and estate planning
- Alternative investment strategies
- Mergers and acquisitions advisory
Professional Impact
Under Kevin's leadership, his team has consistently outperformed industry benchmarks and has been recognized as one of the top-performing advisory groups within Merrill Lynch. He has been instrumental in the growth and development of the firm's wealth management practice in the Los Angeles region, contributing to its overall success and industry leadership.
Conclusion
With over three decades of experience in the wealth management industry, Kevin Hanley has established himself as a trusted advisor and a respected leader within the Merrill Lynch organization. His deep technical expertise, client-centric approach, and commitment to excellence have enabled him to deliver exceptional results for his clients and contribute significantly to the success of the firm.
