Kevin Walker

Senior Financial Advisor

Role: Senior Financial Advisor at Merrill Lynch
Location: Bloomfield Hills, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kevin Walker

Kevin joined Merrill in 2017, where his passion to help others through a personal and…

Experience

Senior Financial Advisor
Merrill Lynch
Apr 2017 — Present

Education

The University of Michigan
Bachelor's Degree
2012 — 2015

Skills

Autodesk Software
Estate and Wealth Planning Services
Special Needs Planning
Organization
Microsoft Office
Sales
Weath Management Planning
Microsoft Word
Powerpoint
Microsoft Excel
Accounting
Customized Wealth Planning
Investment Advising
Family Wealth Management Strategies
Dedication to Work
Access
Time Management
Goals Based Investment Strategies
Behavioral Finance
Morningstar
Financial Advising
Autocad
Customer Service
Finance

Contact information

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Work email
k••••••••@ml.com
Personal email
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Direct dial
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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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