Kevin Dehler

Advisor at Merrill

Updated today

Location

Southampton, NY 11968

Credentials

Series 63, Series 66

Industry experience

37 years

About

Kevin Dehler is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on developing personalized financial strategies tailored to the unique needs of individuals, families, and businesses. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Kevin's expertise includes college education planning, divorce transition planning, family wealth management strategies, services for endowments and non-profits, managing new wealth, personal retirement planning, socially responsible investing, women and wealth, and sports and entertainment financial advisory. He holds the Wealth Management Advisor designation and is also a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his experience working with clients in the sports and entertainment industry.

Kevin holds a bachelor's degree in Finance from St. John's University and graduated from Archbishop Molloy High School. Prior to his current role, he was a Senior Vice President in capital markets, managing a multi-asset investment team. He applies a comprehensive understanding of clients' short- and long-term financial objectives to create flexible strategies that adapt to changing market conditions.

Kevin and his wife, Kristen, live in Sag Harbor with their two children. They are active in the community, supporting organizations such as Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. Kevin also coaches various sports and holds a United States Coast Guard Captain's license.

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 ESG / Sustainable investing Family Business Charitable giving & philanthropy Divorce financial planning

Occupation focus

Financial Professional

Demographic focus

Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

57 Hampton Rd

Southampton, NY 11968

Most active in

Connecticut · New York · Texas

Work history

Bank Of America, N.a.

2012 - Present (14 years)

Merrill Lynch, Pierce, Fenner And Smith Incorporated

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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