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Paul M

Series 63, Series 65

Stone Harbor, NJ

Merrill

Paul Mc Kirgan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty-eight years of experience in the securities industry, including twenty-six years with Merrill Lynch. He focuses on educating clients and tailoring portfolios to meet individual financial goals. Paul works collaboratively with his team, the BME Group, to provide personalized investment strategies and maintain open communication with clients. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Paul holds the Personal Investment Advisor (PIA) designation. Paul attended Sacred Heart High School and earned an Associate's Degree from Westchester Community College. He resides in Carmel, New York, with his wife and two daughters. Outside of work, he enjoys baseball, fishing, music, tennis, and spending time with his family. He is also active in supporting various community charities and events.

Wealth management Passive / index investing ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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