Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Kevin Fernandez is a Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco. He specializes in helping busy individuals, particularly senior executives, make informed financial decisions and manage complex equity compensation arrangements. With 13 years at Merrill and 14 years in the industry, Kevin provides focused attention and personalized guidance to address his clients’ unique financial goals, including executive trading plans, stock options, and tax-minimization strategies.
Kevin holds a Bachelor's Degree from the University of Arizona and has earned professional designations including Accredited Portfolio Management Advisor (APMA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He leads a team committed to delivering service that extends beyond transactions, aiming to build lasting relationships and support clients through significant financial decisions.
Outside of his professional role, Kevin enjoys spending time with his wife Meghan and their children, Faye and Jack. His personal interests include cycling, playing and attending live music events, golfing, and traveling. Kevin also participates in community activities, including involvement with Noe Valley Chamber Music and The Olympic Club.
Bank Of America, N.a.
2013 - Present (13 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2012 - Present (14 years)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
