Kevin Mcclain

Senior Financial Advisor at Merrill Lynch Wealth Management

Financial Adviser at Merrill Lynch And Co Inc in Tacoma, WA

About

GREETINGS! I am a Senior Financial Advisor for the Tacoma office of Merrill Lynch, and have been with Merrill Lynch since 1987. I adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, I consider a clients whole life, taking the time to fully understand who they are and what matters most to them. With this intimate knowledge about what they value most, I am able to help establish objectives, develop an appropriate strategy and make recommendations that draw upon the breadth and depth of Total MerrillSM to connect all the pieces of the clients financial life. I conduct regular reviews with clients to help them monitor their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life. I serve individual clients and or their businesses. I am a graduate of Pacific Lutheran University. I received my CRPC® (Chartered Retirement Planning CounselorSM) designation, which is a registered service mark of The College for Financial Planning. I focus on retirement and estate planning services where I help clients focus on estate planning issues and work with their estate attorney in developing their estate plans. My home is in Gig Harbor with my wife Dana, daughter Kelsey, and sons Kyle and Kirk. I also have three Corgis (Kali, Morty and Ralph) that reside with us. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

Contact
Click for phone number
(253) 597-8340
Address
820 A St in Tacoma, WA 98402
Info
None specified

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Q&A
Asked by Erin
Answered by Kevin Mcclain, Financial Adviser in Tacoma, WA
Sorry Erin, but the answer is no. Contributions would need to be made in a different IRA.
3

Background

Experience

Senior Financial Advisor, Vice President