Kevin Kurtis
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
Orland Park, IL 60462
Credentials
Series 63, Series 65, Series 66
Industry experience
4 years
Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies tailored for individuals and businesses. He leverages his expertise in financial services, banking, and investing to help clients grow their assets and secure their financial future. Kevin focuses on protecting individuals and their families from financial uncertainties by providing personalized investment strategies and access to banking and lending services through Bank of America.
His areas of specialization include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin holds the Personal Investment Advisor (PIA) designation. He earned both his bachelor's and master's degrees from Northern Illinois University.
Kevin lives in Woodridge with his wife, twin daughters, and their dog, Lily. Outside of his professional work, he enjoys basketball, football, golfing, softball, and spending time with his family.
Bank of America, N.A.
2023 - Present (3 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
BMO Harris
2013 - 2022 (9 years)
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