Kenton Hines
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management | Pittsford, New York, United States
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Kenton Hines serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leverages his extensive expertise in customized retirement planning and strategic wealth management to empower clients in achieving their financial aspirations. With a strong focus on high net worth individuals, Kenton specializes in creating tailored financial strategies that encompass intergenerational wealth transfer and business exit planning. His commitment to fostering a "work optional lifestyle" for his clients reflects his belief that financial clarity is essential for navigating both career and retirement transitions.
Kenton's role involves not only advising clients on income planning and investment strategies but also providing comprehensive support throughout their financial journeys. He utilizes advanced tools, including Microsoft Excel, to analyze complex financial scenarios and develop actionable plans that align with each client's unique goals. His technical writing skills enable him to communicate intricate financial concepts in a clear and relatable manner, ensuring that clients fully understand their options and the implications of their decisions.
Currently, Kenton is leading key projects that focus on enhancing client engagement and education, helping them make informed choices about their financial futures. By integrating holistic financial planning with a deep understanding of market trends, Kenton positions his clients for long-term success. His dedication to building lasting relationships and delivering exceptional service has made him a trusted partner for individuals and families seeking to secure their financial legacies.
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management in July 2016 to Present
Data Analyst at Magnetar Capital in July 2015 to June 2016
Engineer and Product Manager at Xylem Inc. in March 2011 to June 2015
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Goals Based Weatlh Management
Finance and Investment
Golf
Entrepreneurship
Engineering
Corporate Benefits
Corporate Executive Advising
Working with Business Owners
Customized Retirement Planning
Intergenerational Wealth Transfer
Home renovation
Woodworker
Analytical Skills for Problem Solving
Wealth and Legacy Planning
Business Exit Planning
Building Net Worth
Strategic Wealth Planning
Spreadsheet Modeling
Racer
Mountain Biker
Mentoring
Income Planning
Hiking
High Net Worth Individuals
Behavioral Finance
Portfolio Management and Retirement Planning
Customized Wealth Planning
College Education Planning
Microsoft Excel
Estate and Retirement Planning Services
Automobile Track Days
Auto Enthusiast
Technical Writing
Future Cash Flow Analysis
Financial Problem Solver
Financial Analysis
Family Wealth Transfer
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What is Kenton Hines email address?
Email Kenton Hines at [email protected] and [email protected]. This email is the most updated Kenton Hines email found in 2026.
What is Kenton Hines phone number?
Kenton Hines phone number is +15854061751 and +15854061711.
How to contact Kenton Hines?
To contact Kenton Hines send an email to [email protected] or [email protected]. If you want to call Kenton Hines try calling on +15854061751 and +15854061711. (updated on October 24, 2024)
What is Kenton Hines net worth?
Kenton Hines has an estimated net worth of $375,000 to $499,999
What company does Kenton Hines work for?
Kenton Hines works for Merrill Lynch Wealth Management
What is Kenton Hines's role at Merrill Lynch Wealth Management?
Kenton Hines is Senior Financial Advisor, Senior Vice President
What industry does Kenton Hines work in?
Kenton Hines works in the Financial Services industry.
Kenton Hines Email Addresses
Kenton Hines Phone Numbers
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