Dylan Kesterson

About Dylan Kesterson

WHAT I DO: I help Business Owners/Executives, Design-Build Professionals, Real Estate Agents/Brokers and Investors, Attorneys, and Retirees achieve financial confidence by providing personalized guidance through life events and financial decisions. I do this by creating and designing their personalized financial blueprint, so they can make the most of their financial resources. WHO I WORK WITH: I advise Business Owners, Business Professionals, Design-Build Professionals, Law Professionals, and Retirees including: • Business Owners - manufacturing, service-based businesses, and more • Business Executives • Design-Build and Law Firm Partners • Attorneys and associates • Corporate Counselors • Architects and associates • Engineers • Contractors • Project Managers • Interior Designers • Real Estate Agents/Brokers • Real Estate Investors • Retirees WHY IT WORKS: We follow a process and find strategies designed to help YOU SAVE TIME AND STRESS. This allows you to make better financial decisions – so you can FOCUS ON WHAT\'S MOST IMPORTANT TO YOU. When you work with our team at Merrill, we leverage the resources of Merrill and Bank of America to help ensure your financial resources are working in alignment FOR YOU. We know busy professionals like you want great service, and an integrated strategy to help you with all your financial accounts, including investments, insurance, and banking and lending service from Bank of America. Let us show you how.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Experience

1. Senior Financial Advisor, Assistant Vice President

   Merrill Lynch

   May 2023 — Present

   Wealth Planning : understands each client\'s short-term, intermediate-term, and long-term goals and concerns to create priorities for each resource, cash flow, or asset to address inefficiencies, and demonstrate outcomes of each decision or scenario; tracks progress and updates plans and strategies as goals change and life happens • Investment Management : uses a goals-based, planning-driven approach to develop an appropriate strategic and tactical asset allocation unique to each client, leveraging the CIO\'s resources, and adhering to investment objectives, risk tolerance, cash management needs, and other client preferences • Provides Advice & Recommendations : assists clients as they navigate life\'s events and its financial impacts, and helps them understand the short-term, intermediate-term, and long-term affects to feel more confident about where they are and where they are going *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A,(\"Bank of America\") and Merrill Lynch, Pierce, Fenner & Smith Incorporated (\"MLPF & S\" or \"Merrill\"), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\").

Education

• University of South Florida

  Bachelor's Degree

  2012 — 2016

Skills

• Microsoft Office
• Sales
• Sales Process
• Leadership
• Equity Research
• Teamwork
• Organized
• Financial Analysis
• Microsoft Excel
• Powerpoint
• Customer Service
• Microsoft Word