Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

Kevin K

Series 63, Series 65

Sante Fe, NM

Merrill

Kevin Kimzey is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from suburban Philadelphia since 1995. He specializes in a broad range of client focus areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategies, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from the United States Military Academy and is a Certified Financial Planner (CFP®) as well as a Chartered Retirement Planning Counselor (CRPC™). A former Army Ranger and West Point graduate, he applies a disciplined and diligent approach to wealth management and preservation. He emphasizes clear and consistent communication, building long-term relationships with clients to support them through every stage of their financial lives. Outside of his professional role, Kevin has been married for 35 years and is a father of three adult children. He enjoys activities such as fishing, hiking, backpacking, cooking, grilling, camping, gardening, scuba diving, traveling, music, reading, and watching movies.

Wealth management Tax-loss harvesting Retirement income strategy General retirement planning Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)