Merrill Lynch Financial Advisor Kim M Potvin 114 West 47th Street, Manhattan, New York 10036

Merrill Lynch Financial Advisor Kim M Potvin is located in New York, New York, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on estate planning, tax protection, and wealth control, the team at Merrill Lynch is dedicated to providing exemplary client service.

The advisors at Merrill Lynch have received recognition from various financial industry publications, setting the standard for exceptional client care. With accolades such as Forbes' "Best-in-State Wealth Management Teams" and "Top Wealth Advisor Moms," the team is committed to providing personalized service tailored to each client's unique circumstances.

Supported by the global resources of Merrill, the team consists of experienced individuals who prioritize strong client relationships based on trust. By focusing on family, goals, and priorities, personal financial goals, the advisors at Merrill Lynch strive to help clients achieve what matters most to them.

Through the Investment Personality Assessment and personalized financial planning, the team at Merrill Lynch works to understand each client's goals and priorities. With services ranging from tax-efficient investment strategies to estate planning, the advisors at Merrill Lynch are dedicated to helping clients navigate the complexities of their financial lives.

At the Winter Stein Potvin Hokin Group, the team goes beyond asset management to provide bespoke strategies for each client's unique priorities. By evaluating opportunities, designing customized investment strategies, and offering estate planning services, the team at Merrill Lynch strives to help clients achieve their ultimate financial goals.

Whether clients are looking to maintain a desired lifestyle, promote a lasting legacy, or enact a vision for philanthropy, the advisors at Merrill Lynch are here to help them achieve their goals. By providing personalized attention, in-depth strategy, and exceptional service, the team at Merrill Lynch is committed to helping clients pursue the goals that are most meaningful to them.