Dylan Robert Kesterson
Advisor at Merrill — Tampa, FL E Kennedy Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
8 years
Location
Tampa, FL 33602
Merrill
Institution
Dylan Kesterson is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients since joining the firm in 2023. He began his career at a large life insurance and annuity company, focusing on risk management strategies before moving on to a local Registered Investment Advisor where he held roles as an associate and Wealth Manager. Dylan's expertise spans investments, insurance, and taxes, enabling him to create comprehensive financial strategies for his clients.
He provides personalized guidance to business owners, corporate executives, and professionals such as architects, engineers, lawyers, and contractors. Dylan's approach involves organizing financial resources aligned with client goals, tax-smart management of cash flows and compensations, retirement income design, and coordination of benefits, insurance, and banking services. His process focuses on understanding client priorities to develop tailored financial blueprints and monitor them over time.
Dylan holds a Bachelor's Degree in Finance from the University of South Florida and is a CERTIFIED FINANCIAL PLANNER™ professional, also holding designations such as CERTIFIED PLAN FIDUCIARY ADVISOR and Retirement Accredited Financial Advisor. He is an allied member of the American Institute of Architects and a member of professional organizations including the Florida Institute of CPAs, Midtown Tampa Kiwanis, Tampa Bay Chamber of Commerce, and is a past president of the Rotary Club of St. Petersburg Sunset. Dylan resides in Tampa with his wife and enjoys golfing and supporting local sports teams.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida
8 years of industry experience
Bank of America N.A.
2023 - Present • 3 years
Tampa, FL
Merrill
2023 - Present • 3 years
Tampa, FL
CI Doyle Private Wealth
2022 - 2023 • 1 year
St. Petersburg, FL
CI Doyle Private Wealth, LLC
2022 - 2023 • 1 year
St. Petersburg, FL
Doyle Wealth Management Inc.
2020 - 2022 • 2 years
St. Petersburg, FL
Doyle Wealth Management, Inc.
2018 - 2020 • 2 years
St. Petersburg, FL
Park Avenue securities
2017 - 2018 • 1 year
Tampa, FL
Guardian life Insurance Company
2016 - 2018 • 2 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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