Kerry Davi
Senior Financial Advisor@ Merrill Lynch
New York, United States
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Kerry Davi is a highly experienced financial advisor with over 27 years of work experience. She specializes in retirement planning, wealth management, and portfolio construction. Kerry has worked at Merrill Lynch for over two decades, providing comprehensive advice and guidance to individuals and families on financial goals. She is known for her thoughtful, coordinated, and purposeful approach, combining knowledge of best practices with forward-thinking advice and guidance. Kerry's expertise extends to helping clients navigate complex financial challenges and find unique needs and concerns. She is eager to connect with clients and connect with them with their needs.
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Emails and Phone Numbers

@ml.com
+1 516761****
+1 212236****
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About

Life rewards action – but it needs to be the right kind of action: thoughtful, coordinated, and purposeful.I work with individuals and families to help them take meaningful steps toward their financial goals, helping them simplify complex issues and make steady progress toward their priorities.I've worked at Merrill for more than two decades, so I bring the insight and knowledge that stem from direct experience. I've been privileged to advise people at multiple stages in their lives: wealth builders, executives, entrepreneurs, retirees, and people at financial crossroads, either personal or professional. I combine knowledge of best practices with forward-thinking advice and guidance, serving clients with heartfelt dedication that testifies to their importance to me and my team.I want the clients I advise to be comfortable, confident, and informed stewards of their wealth. To that end, I rely on sophisticated analytics, timely research, and in-depth communication, helping clients stay apprised of the opportunities and challenges that lie ahead. I've found that each person brings distinct needs, concerns, and aspirations. I cater to that singularity, marshaling the resources and capabilities that can help clients take positive action toward a more cohesive and secure financial future.Reach out to me with your questions and interests; I am eager to connect about your needs.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 8667068321

Kerry Davi's Professional Milestones

  • Senior Financial Advisor | First Vice President - Wealth Management (1996-09-01~): Developed comprehensive retirement strategies to address client financial strategies and maximize their long-term financial potential.
  • Senior Financial Advisor | Senior Vice President (1996-09-01~): Developing and implementing strategic financial planning to optimize profitability and drive business growth.
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Education

Stella Maris High School
Stella Maris High School1988-01-01-1992-01-01