Kevin Beckwith
Advisor at Merrill
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.
Advisor at Merrill
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.
Firm
Merrill
Location
Savannah, GA 31411
Credentials
Series 63, Series 65
Industry experience
34 years
Kevin Beckwith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1983, bringing extensive experience in risk management and market navigation to his advisory practice. Kevin focuses on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals.
His areas of expertise include college education planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Kevin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stetson University. He is active in his church, Wesley Monumental United Methodist Church, and is involved in his family and community. Outside of work, his personal interests include adventure sports, music, running, philanthropy, travel, classic cars, and sports.
Bank Of America,Na
2010 - Present (16 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")