Kevin O.

Kevin O. Email and Phone Number

Financial Advisor, Managing Director @ Merrill Lynch Wealth Management
Rolling Hills Estates, CA, US
Kevin O.'s Location
Los Angeles Metropolitan Area, United States
About Kevin O.

Kevin O. is a Financial Advisor, Managing Director at Merrill Lynch Wealth Management.

Kevin O.'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor, Managing Director
Rolling Hills Estates, CA, US
Website:
ml.com
Employees:
34842
Kevin O. Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor, Managing Director
    Merrill Lynch Wealth Management
    Rolling Hills Estates, Ca, Us
  • Merrill Lynch
    Managing Director, Wealth Management Advisor
    Merrill Lynch 2024 - Present
    Rolling Hills Estates, California, United States
  • Morgan Stanley
    Executive Director | Senior Portfolio Mgt Director | Alternative Inv Director | Financial Advisor
    Morgan Stanley 2015 - 2024
    Long Beach, California, United States
    ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.CA Insurance License #0G06052NMLS#: 1418903
  • Ubs
    Account Vice President, Portfolio Manager
    Ubs 2008 - 2015
    Peninsula Wealth Management Group
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2007 - 2008

Kevin O. Education Details

  • Columbia University School Of Engineering And Applied Science
    Columbia University School Of Engineering And Applied Science
    Cpm Certified Portfolio Manager
  • Pepperdine University, The George L. Graziadio School Of Business And Management
    Pepperdine University, The George L. Graziadio School Of Business And Management
    Master Of Business Administration (Mba)
  • University Of California, Los Angeles
    University Of California, Los Angeles
    Bachelor Of Science (B.S.)

Frequently Asked Questions about Kevin O.

What company does Kevin O. work for?

Kevin O. works for Merrill Lynch Wealth Management

What is Kevin O.'s role at the current company?

Kevin O.'s current role is Financial Advisor, Managing Director.

What schools did Kevin O. attend?

Kevin O. attended Columbia University School Of Engineering And Applied Science, Pepperdine University, The George L. Graziadio School Of Business And Management, University Of California, Los Angeles.

Who are Kevin O.'s colleagues?

Kevin O.'s colleagues are Allan Reed, Cima®, Eric Nichols, J Tansey, Gillian Sill, Bernadette Dean, Don Goodrich, Satsuma Parkpilot.

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