Kevin Merling

Wealth Advisor

Kevin earned a B.S. in Economics, with a minor in Finance, from Northwestern University.  He holds FINRA Series 7 registration through LPL Financial, and Series 66 registration through both LPL Financial and HighPoint Advisor Group, as well as Life, Accident, and Health Insurance Licenses.  He started in the financial services industry in March 2007 and has had the opportunity to work with thousands of clients during the best and worst market cycles, providing an in-depth understanding of how to prepare for both.  Kevin specializes in working with small businesses and pre-retirement individuals to help develop strategies for saving, investing, tax efficiency, college planning, and charitable giving.

Kevin believes everyone deserves a comprehensive financial plan to help them achieve their goals, avoid pitfalls and leave behind the legacy they intend.  He feels strongly that listening and keeping an open mind are paramount to fully understanding clients’ needs and desires. He builds deep, long-lasting relationships with all of his clients and their families.  Throughout his career, Kevin has worked hard to give his clients the feeling that no other advisor cares for their personal and financial well-being more than him.

Kevin, his lovely wife Katie, their son and boxer puppy currently reside in Naperville, IL.  They enjoy an active outdoor lifestyle, including boating, fishing, golfing and attending sporting events.  Away from the business, Kevin also enjoys honing his DIY skills, remodeling their home.

 

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