Ken Fukushima

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Mount Holly, VT

Credentials

Series 63, Series 66

Industry experience

40 years

About

Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income.

Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations.

Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.

Expertise

Wealth management Retirement income strategy Income planning General retirement planning

Occupation focus

Self-Employed Retired

Work history

Bank of America,N.A.

2011 - Present (15 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

1985 - Present (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Adam I

Series 63, Series 65

Danby, VT

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Adam Ihasz is a Senior Resident Director and Wealth Management Advisor based in Manchester, Vermont. He has over 30 years of experience in finance, starting his career at Merrill Lynch Wealth Management in Forest Hills, New York. Adam’s professional background includes roles as an Investment Advisor, Institutional Trader, Portfolio Manager, and Chairman and CEO of his family-run investment advisory business. His expertise spans asset management, institutional sales trading, and alternative asset management focused on selecting disciplined hedge fund strategies uncorrelated to underlying markets. Throughout his career, Adam has worked with a range of clients, including some of the largest hedge funds, providing trading ideas and strategies centered on technical analysis, event-driven opportunities, and special situations. He holds several FINRA registrations, including Series 7, 24, 31, 53, 55, and 65, as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Adam's education includes coursework at Long Island University. Adam lives in Danby, Vermont, with his wife Ronda and their two daughters. He maintains a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He is also actively involved in the local community, reflecting the Merrill tradition of service. His client focus areas include family wealth management, retirement planning, college education planning, and socially responsible investing.

Private / alternative investments Active portfolio management Wealth management ESG / Sustainable investing Charitable giving & philanthropy Financial Professional Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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