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Wealth Management AdvisorSenior Vice President-Wealth ManagementFORSYTH CENTER8235 FORSYTH BLVD.CLAYTON,
Reg Senior Client Associate
Kevin has been a financial advisor since 2001. He earned a Bachelor of Arts degree from the University of Wisconsin, where he majored in Finance, Risk Management and Real Estate. Kevin has also earned the Chartered Retirement Planning CounselorSM (CRPC®) professional designation.Born and raised in St. Louis, Kevin and his wife, Elise, live with their four sons in Ladue. Active in his community, Kevin coaches and plays hockey, volunteers at the St Louis Mid-County YMCA and is a board member for the St Louis Rockets Youth Hockey Association.At Merrill Lynch, we believe that true financial success is achieved when you are able to make the investment-related decisions and trade-offs that will help you reach your personally meaningful goals. While benchmarks such as stock and bond indices can be useful tools for evaluating investment performance, focusing on what matters most to you—such as a child’s education, buying a new home or preparing for income in retirement—can help you and your advisor collaborate to invest in a way that best addresses your unique set of concerns and goals.Our approach, Goals-Based Wealth Management (GBWM), puts you, rather than the market, at the center of the wealth management process, as described below. It’s designed to help you bring to light your concerns and priorities, translate them into personally meaningful financial goals and then develop a strategy to pursue them. Using an understanding of your life as a foundation—your priorities, goals and resources—we recommend appropriate financial solutions to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time, as needed.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Kevin Landy is registered to do business in : AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, ND, NJ, NY, OH, OK, OR, SC, TN, TX, VA, VT, WA, WI
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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