Kevin Cullen, CRPC™

I joined Merrill Lynch Wealth Management in 2007. I enjoy working with individuals and creating an investment plan based on their own specific needs. I can help individuals with the following services:• Wealth Forecasting Analysis• Options and Income Strategies*• Hedging and Tax Minimization Strategies**• Portfolio Management Services• Insurance Planning Review• Fixed Income StrategiesI earned my undergraduate degree from the Stillman School of Business from Seton Hall University. I hold the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning. Also, I am a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage their strategies on a discretionary basis.Over the years, I have worked with numerous local charities in both Monmouth and Ocean County. Also, I welcome those passionate about their own charities to reach out to me to help get involved.Phone 866-990-3021Email: [email protected]*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.