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Eugene D

Series 63, Series 65

Avon, CT

Merrill

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team that provides personalized guidance and service focused on a planning-first approach. Eugene works closely with individuals, families, business owners, and corporate executives to address complex financial challenges and help clients pursue their goals through tailored wealth management strategies. With over 30 years of experience, Eugene's expertise includes retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional work, Eugene values family and community involvement. He has been married for over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene is involved with organizations such as the Red Cross and CT Foodshare and enjoys cooking, golfing, hiking, music, and spending time with his family.

Wealth management General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Women Professionals Women's Finance
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