Kenneth Weitzman Email & Phone Number

Ken joined Merrill Lynch Wealth Management in 1999 as a corporate controller in the institutional equities division. He was responsible for balance sheet, income, and expense reporting to senior-level Merrill management. In 2006, Ken moved to the Global Private Client Group at Merrill, where he focused on investment portfolio development, financial modeling, and retirement planning. Two years later, Ken joined the Private Banking and Investment Group (now Merrill Private Wealth Management); he focuses on portfolio construction, asset allocation, and manager due diligence.A graduate of the University of Buffalo, Ken began his career in public accounting where he worked for four years. He holds the CFP® certification, as well as Series 7 and 66 FINRA registrations.1- In his role at Merrill Lynch Wealth Management, Mr. Weitzman does not provide tax advice2-Asset Allocation does not ensure a profit or protect against loss in declining markets3-Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Nov 2009 - Present

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  University At Buffalo

  Bachelor'S Degree