Kevin Busch
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management | New York, United States
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As a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, Kevin Busch leads a boutique investment group dedicated to providing tailored financial solutions for high-net-worth individuals and families. With over a decade of experience in private wealth management, Kevin has cultivated deep relationships with his clients, focusing on their unique financial goals and aspirations. His commitment to limiting the number of clients he serves allows him to deliver personalized attention and meticulous detail, ensuring that each client receives the highest level of service.
Kevin specializes in customized wealth strategies that encompass estate and retirement planning services, enabling clients to navigate complex financial landscapes with confidence. His expertise in asset management is complemented by a keen understanding of market trends and investment opportunities, allowing him to craft portfolios that align with clients' risk tolerance and long-term objectives. Among his key projects, Kevin has successfully guided clients through significant life transitions, such as retirement and wealth transfer, helping them prepare for "what's next" in their financial journeys.
In an ever-evolving financial environment, Kevin remains committed to continuous learning and adapting his strategies to meet the changing needs of his clients. His approach is grounded in a fiduciary responsibility to act in the best interests of those he serves, ensuring that they receive sound advice and innovative solutions tailored to their specific circumstances. By combining his extensive knowledge with a client-centric philosophy, Kevin Busch stands out as a trusted advisor in the realm of wealth management.
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management in September 2019 to Present
Financial Advisor at AXA Advisors, LLC in June 2013 to September 2019
Financial Advisor at Morgan Stanley Smith Barney in June 2012 to April 2013
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Customized Wealth Strategies
Estate and Retirement Planning Services
Asset Management
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What is Kevin Busch email address?
Email Kevin Busch at [email protected]. This email is the most updated Kevin Busch email found in 2026.
How to contact Kevin Busch?
To contact Kevin Busch send an email to [email protected]. (updated on October 30, 2024)
What company does Kevin Busch work for?
Kevin Busch works for Merrill Lynch Wealth Management
What is Kevin Busch's role at Merrill Lynch Wealth Management?
Kevin Busch is Senior Financial Advisor, First Vice President
What is Kevin Busch's Phone Number?
Kevin Busch's phone (212) ***-*217
What industry does Kevin Busch work in?
Kevin Busch works in the Financial Services industry.
Kevin Busch Email Addresses
Kevin Busch Phone Numbers
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