The KKM Team, Private Wealth Advisors

Thomas J. Keegan is a Senior Vice President of Investments in the Private Banking and Investment Group at Merrill Lynch. Tom began his career at Merrill Lynch in 1980 and is the Senior Partner on the New York headquartered KKM Team. KKM possesses global wealth management capabilities delivered from New York and its advisory partnerships based in Santa Barbara, California and London, England. Tom has been recognized as one of the world’s top financial advisors, continuously ranked as one of the industry's top advisors by Barron’s, Research Magazine, Worth, and Registered Rep. Tom heads  the Private Banking and Investment Group's Advisory Council to Management.

Tom received special distinction from the S.I.C. at Wharton University for his past contributions to the organization. Tom lives in Fairfield, Connecticut and received his BS from Providence College.  He is married and has three sons and a daughter. 

Andy is a Private Wealth Advisor with the Merrill Lynch Private Banking and Investments Group (PBIG), and Co-Head of Relationship Management of the KKM Team. Andy manages 12 professionals who deliver an integrated wealth management platform to a select group of individuals and families. Andy began his career with Merrill Lynch in 1991 and was a founding member of the Team. He was a  member of the PBIG ACTM and is currently a member of the Investments Manager Consultants Association.

Andy graduated from Garden City High School in 1986 and earned his B.A. in Economics from the University of Virginia in1990. Andy earned the All-American distinction in lacrosse for three years at UVA and was inducted into the Long Island Metropolitan Lacrosse Foundation’s Hall of Fame in 2005. Andy serves on the boards of The Kennedy Children’s Study Center and The US Lacrosse Foundation. He resides in Garden City, NY with his wife, Donna, twin boys, Carson and Cooper, and sons Chase and Crosby.

Bob is Co-Head of Relationship Management of KKM and a First Vice President of Merrill Lynch.  In this capacity, Bob manages 20 professionals who deliver the wealth management platform and services to a select group of individuals and families.  Bob has been with Merrill Lynch since 1993, spending the first two years with Merrill Lynch’s U.S. equity marketing department.  Before beginning his career at Merrill Lynch, Bob worked on the equity options floor of the Philadelphia Stock Exchange.

Bob earned his BS at The College of New Jersey and his MBA from Temple University in 1992.

Bob currently resides in Rumson, New Jersey with his wife Annie have two children, Bobby and Alexandra.  Bob’s outside interests include skiing, golfing and rowing. 

Jeff is a Senior Vice President and Private Wealth Advisor in the Private Banking and Investment Group at Merrill Lynch.  He leads the Investment Strategy Team for KKM and is responsible for creation of custom investment plans, development of the team’s investment strategy and identification and implementation of managed portfolios and other investment solutions for clients. Prior to joining Merrill Lynch, he was an Associate of eCom Partners, a venture capital firm focused on early stage technology companies.  He was also a Corporate Finance Associate at BlueStone Capital Partners focusing on technology merger and acquisition assignments.

Jeff received his BA from Drew University, his JD from Seton Hall School of Law and his Certified Investment Management Analyst (CIMA) designation from Wharton and IMCA.  Jeff is admitted to the New York State Bar and the New Jersey State Bar. 

Jeff resides with his wife Dana and children Andrew, Jack and Kylie in Packanack Lake in Wayne, NJ.

Edward serves as a First Vice President-Investments at Merrill Lynch and as a Financial Advisor.  Ed has been with Merrill Lynch for 35 years.  Prior to joining Merrill Lynch, Ed played professional baseball with the Boston Red Sox, followed by a four year tour in the United States Marine Corps.

Ed attended Dennis J. O’Connell High School in MacLean, VA and graduated in 1974 from the University of Hartford with a degree in Political Science and a minor in Economics.  Ed also attended the City University of New York Graduate Center, doing graduate work in Political Science.

Ed currently lives in Hoboken, New Jersey.  He grew up traveling extensively both domestically and internationally; his father was a career officer in The United States Navy.  He and his wife Joan have three children and five grandchildren and he enjoys golf, theatre, and books.

Michael is a Senior Vice President and has been with Merrill Lynch since 1994.  He is responsible for coordinating the financial planning efforts for the team.  He is also a lead relationship manager for approximately 40 households.  Michael is a Certified Financial Manager (CFM) and is registered with the National Futures Association. 

Michael earned a Bachelor of Science degree in Finance from Fairfield University as a member of the class of 1994.  While attending Fairfield, Michael was captain of the Division I Lacrosse team.

Michael was raised on Long Island and currently resides in Centerport, NY with his wife, Sonja, and daughters, Katherine and Anna.  His outside interests include golf, Ironman distance triathlons and coaching youth lacrosse.

Chris is a Senior Vice President and Private Wealth Advisor with the Merrill Lynch Private Banking Investment Group. He has been with the firm for his entire career.  Chris is a member of the Investment Strategy team of KKM specializing in investment manager due diligence and is responsible for the team’s third party money management platform.  He is also a member of the firm’s Advisory Council To Management (ACTM) for the Investment Management & Guidance Group.

Chris graduated from Lafayette College in 1997, earning a BA in Economics and Government/Law.  Chris received his MBA in finance at the Stern Business School at NYU in 2005 and has his Certified Investment Manager Analyst (CIMA) designation from Wharton. 

Currently, Chris resides in Shrewsbury, New Jersey with his wife, Veronica, and grew up in Short Hills, NJ.  His outside interests include fly fishing and golf.  He is a board member of NJ Connect, a HUD sponsored non-profit organization that provides low income housing to people with disabilities.

Eric has been with Merrill Lynch for 13 and serves as a Private Wealth Advisor and Fixed Income Specialist.  Prior to his career at Merrill Lynch, Eric spent two and a half years trading electricity and natural gas futures and options, and two years as an assistant fixed income trader.

Eric graduated from Fairfield CT High School, going on to receive his BBA in Finance from University of Massachusetts at Amherst.  Eric then continued his education earning his MBA in Finance at the Goizueta Business School at Emory University.

Eric grew up in Fairfield, CT and now resides in Glen Rock, New Jersey with his wife, Jodi, son, Alex and daughter, Avery.

Brian serves as a Relationship Manager with Merrill Lynch and has been with the firm since April of 2002.  Prior to his career at Merrill Lynch, Brian worked at Salomon Smith Barney in the Global Equity Capital Markets Group for approximately four and a half years. Brian was responsible for the origination and execution of the firm’s Reserved Share Program, the origination of Corporate Repurchase Programs and the sale of Restricted Stock by corporate clients.

Brian graduated Phi Beta Kappa from The Pennsylvania State University with Honors in Economics.  Brian currently resides in Rumson, New Jersey with his wife, Adrianne, and children, Bennet, Vincent, and Emerson.

Joe Long is an Executive Relationship Manager for the Corporate Services Advisory Team based in New York City.  Joe joined Merrill Lynch in 2002 and has held various roles that focus on the service and management of corporate benefit plans.  His primary responsibility is to deliver the vast resources of Bank of America Merrill Lynch to both plan participants and plan sponsors.  Other areas of expertise include trading, special equity transactions, including 10b5-1 plans, and retirement planning.

Joe is an active member of both the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO). He earned securities registrations including Series 4, 7 and 66 and is licensed to conduct business in all 50 states. Joe also earned the Chartered Retirement Planning Counselor (CRPC) designation.  He received his Bachelor of Science Degree in Education from The Ohio State University and was active in volunteer work with the YMCA while attending college.

Peter started in 2007 and works on the Investment Strategy team as a fixed income analyst. His initial role on the team was within Business Development for KKM, for which he was responsible for working with the team’s Relationship Managers to build new business. 

Peter began working upon graduating from Villanova University in 2007, earning a BA in Economics.

He is licensed with his Series 7 and 66.

Currently, Peter resided in New York City and grew up in Lake Forest, Illinois. His outside interests include golf, hiking, and running.

Suzanne works as a Financial Analyst for Bob McGinty.

Prior to joining Merrill Lynch in 2006, Suzanne worked as a National Account Manager at Lawson Enterprises, Inc in Philadelphia, PA. During her time at Lawson Suzanne headed marketing support programs and managed new business opportunities.

Suzanne received her MBA and BS in Marketing from La Salle University. She has earned both her Series 7 and Series 66.

Outside of work Suzanne enjoys following college sports. She currently resides in Long Beach, NY.

Mary serves as a Financial Analyst and relationship manager with Merrill Lynch and has been with the KKM team for six years, serving in both the Administrative Assistant and Client Associate capacities before her current role as a Financial Analyst.  

Mary graduated from Holy Trinity High School in 1996 and went on to earn her BS in Sports Management and Business from St. John’s University in 2000.  Mary continued her education receiving her MS from Stony Brook University in Business Management in 2002.

Mary grew up in Rockville Centre on Long Island, NY and currently resides in Hoboken, NJ.

Brian joined the Merrill Lynch by way of the Retirement Group in January of 2000. During his tenure there, he held various positions including Assistant Vice President and Sales Manager for the Retirement Education Services Team. In this capacity, Brian was responsible for asset retention and client education across Merrill Lynch's Institutional book of Retirement business.  As a member of the Corporate Services Advisory Team with the Private Banking and Investment Group, Brian's role is one of 10b5-1 plan management as well strategy and analysis of the team's downstream business.

Brian attended the University of South Carolina and holds the Chartered Retirement Planning Counselor designation as well as the Series 7,63,66,9 and 10 licenses. Brian and his wife Christine live in Freehold, NJ. His hobbies include golf, college football and the New York Yankees.  

Kyle works as a Strategy Associate for the Team and has been at Merrill Lynch since 2006.  He began as a Client Associate for KKM, servicing the team’s clients daily and providing support to relationship managers.  Kyle now works on the investment strategy team assisting with investment strategy and managed money due diligence.

Prior to joining the team Kyle worked for Merrill Lynch as a client associate in Melville, New York. He received his BA from Butler College in 2005 and is licensed with his Series 7 and 66.

Victoria works as a Client Associate on the KKM Team. She provides full administrative and operational support to several Financial Advisors. She is responsible for maintaining good client relationships and providing resolution to all client related issues.

Prior to joining KKM, Victoria worked as both a Senior Specialist for Merrill Lynch’s Centralized Business Review department as well as a distribution specialist for the Merrill Lynch Service Network.

Victoria currently resides in Pine Beach, New Jersey.

Nicole Saucier began her career at Merrill Lynch as the Boston Private Client Office’s Branch Manager Assistant over seven years ago.  For the past five years she has worked in various capacities with our Boston based Galuppo and Alibrandi corporate services team culminating in her managing of 20 corporate relationships.  Nicole has her Series 7 and 66 licenses and has passed the first level of the Certified Equity Professional (CEP) designation. 

In her new role with the CSAT team, Nicole will continue to assist in the integration of the combined New York and Boston corporate client base, maintain her role as Corporate Planner working with financial advisors in managing relationships and handle CSAT’s administrative and operational activities.  She has recently moved her residence from Boston to New York City. 

Lauren works as a Financial Analyst on the KKM team for Brian Raphalian and Michael Parardise. Prior to this role, Lauren worked as a Client Associate on the team providing daily support in servicing and maintaining client relationships.

Lauren is a graduate of St. Edwards University in Austin, Texas with a BBA in Finance and Business Administration. Prior to joining Merrill Lynch in New York, Lauren worked as a client associate at Merrill Lynch in Austin, Texas. Lauren currently resides in New York City.

Noel has been with Merrill Lynch for 14 years with the past eight in the role of the team’s business and financial manager. Prior to joining the team, Noel worked in various financial and strategy roles in Merrill’s International Private Client business.  Before joining Merrill, Noel was an acting business assurance manager with Coopers and Lybrand (now PriceWaterhouse Coopers) having received his CPA in 1995.

He has graduated from the University of Delaware with a Bachelor of Science degree in Accounting and a minor degree in Management Information/Decision Support Systems. He also obtained his MBA from New York University’s Leonard N. Stern School of Business with a concentration in Finance and International Business.

Noel currently resides in Short Hills, New Jersey with his wife Tamara and children, Lily, Nora, and Matthew. His outside interests include sports, reading and traveling. He has participated in PENCIL’s Principal for a Day Program.