Kenneth Fredrick Hill

Advisor at Merrill — Wilson, NC Airport Blvd NW

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

33 years

Location

Wilson, NC 27895

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Kenneth Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1983. He joined Merrill Lynch in 1998 after a career in private banking. Ken focuses on building sustainable lifetime income streams and risk management strategies tailored to clients' needs. His expertise includes liability management, insurance, alternative investment strategies, and overseeing his team's client service model. As a specially qualified Senior Portfolio Manager, Ken constructs and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He manages portfolios on a discretionary basis within the Firm's Investment Advisory Program and may manage assets for clients of other Merrill Advisors after meeting additional requirements.

Ken holds a bachelor's degree in business administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). Ken has served in various community leadership roles, such as president of the Wilson Rotary Club and chairman of the board of trustees of Greenfield School. He also volunteers in economic development focused on the revitalization of downtown areas. Ken and his wife, Kim, reside in Wilson and have a daughter named Kenan.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Private / alternative investments Retirement income strategy Life insurance needs analysis Income planning

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Wilson, NC Airport Blvd NW

2315 Airport Blvd NW

Wilson NC 27895

Advisors at this office

12

Most active in

North Carolina · Texas

Work history

33 years of industry experience

Bank of America, N.A.

2011 - Present • 15 years

Wilson, NC

Merrill

1998 - Present • 28 years

Wilson, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Leah G

Series 65

Wilson, NC

Level Four Advisory Services

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
user avatar

Randy M

Series 63, Series 66

Wilson, NC

Level Four Advisory Services

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
user avatar

Colin L

CFP®, Series 63, Series 65

Wilson, NC

Cetera

Colin Leisy is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2025. Prior to that, he worked for 17 years at Avantax Advisory Services. In addition to his advisory role, he is president of The Tax Corps, Ltd, a tax preparation and consulting firm he has led since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

William F

CFP®, Series 66

Kenly, NC

LPL Financial

William Faber is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for nine years at Johnston County Environmental Health. His outside activities include managing a DBA business related to his financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset management and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Georgia S

Series 63, Series 66

Lucama, NC

Fidelity

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Charitable giving & philanthropy Active portfolio management
user avatar

Leigh Anne J

Series 66

Wilson, NC

Edward Jones

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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