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KBB Wealth Management Group

Private Wealth Advisors

800 BELLEVUE WAY NE, SUITE 350

BELLEVUE, WA 98004

425.990.2190

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KBB

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The KBB Wealth Management Group

Headquartered in Bellevue, Washington the KBB Wealth Management Group works closely with senior executives, business owners and other accomplished clients to streamline, manage and deploy their wealth effectively. As a team of three private wealth managers, the group dedicates significant resources to each relationship tackling a range of financial issues with purpose and precision. As members of the Private Banking & Investment Group at Merrill Lynch the KBB Wealth Management Group pairs in depth strategy with high touch service helping clients uncover value and capitalize on opportunity across multiple contexts of their wealth.

The team exclusively advises ultra high net worth clients and their family members. As a result they are intimately acquainted with the issues that clients may encounter once a lifetime, but that the team has addressed multiple times with client peers. Whatever the issue large or small the team welcomes the opportunity to serve as trusted confidantes acting as a sounding board and a central resource for best practices.

A Refined Skill Set

The team differentiates its outreach by simplifying multiple aspects of clients’ financial lives. The team founder Kristen Buxton began her career in the estate planning group at Merrill Lynch in 1999. Her insight into wealth transfer combined with complementary strengths of Todd Kelly in portfolio management and Matt Bridge in liquidity and diversification strategies result in a robust synthesis of acumen and execution. Todd Kelly began his career in the financial services industry in 1996 and joined Merrill Lynch in 2016. Matt Bridge began his career in the financial services industry in 1998 and joined Merrill Lynch in 2016.

Depth of Engagement and Outreach

The KBB Wealth Management Group develops lasting relationships across generations of families serving as integral guides for important decisions. Their outreach is consistent and frequent. At the outset of a relationship the team discerns the concerns and needs of each family. After analyzing both sides of a client’s balance sheet the team identifies any gaps in a family’s financial framework. Drawing on the extensive resources of Merrill Lynch and Bank of America the team then seeks to remedy those gaps methodically advancing each client’s objectives. This process is not a cursory exercise or a singular event, but an in depth recurring process that allows the team to stay apprised of changing client goals relative to market conditions and tax environments.

The team also facilitates effective collaboration with a client’s external tax and legal advisors as appropriate. Their service is intensive and reliable. Intimately acquainted with each family’s circumstances the team seeks to orchestrate integrated initiatives that faithfully capture the intent of each family’s wealth relative to titling, gifting and wealth transfer.

Focused on Long Term Wealth Preservation

The team is privileged to advise families who have achieved substantial success. They recognize the effort and sacrifice that clients have made to obtain their wealth and are closely attuned to wealth preservation as a key underpinning of their approach. As part of their outreach they define a family’s purpose for their wealth looking to build a proverbial "brick wall" around the resources the family needs to realize that vision. Mindful of fees they look to implement cost effective strategies that are transparent and easy to understand. By centering strategy and tactics on each client’s unique vision the team strives to create positive outcomes for multiple generations of families.

The team invites individuals and families with intersecting personal and professional wealth to contact them for more information about the team’s capabilities.

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Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.

Meet the team

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Todd Kelly

Senior Vice President - Wealth Management

Intl Private Wealth Advisor

425.990.2190

425.990.2190

todd.kelly@ml.com

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Matt Bridge

Senior Vice President - Wealth Management

Intl Private Wealth Advisor

425.990.2191

425.990.2191

matt.bridge@ml.com

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Kristen Buxton

Vice President

Intl Private Wealth Advisor

425.990.2192

425.990.2192

kristen.buxton@ml.com

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Meet the team

Todd Kelly

Senior Vice President - Wealth Management

Intl Private Wealth Advisor

425.990.2190

425.990.2190

todd.kelly@ml.com

Add to address book

Read Bio

Matt Bridge

Senior Vice President - Wealth Management

Intl Private Wealth Advisor

425.990.2191

425.990.2191

matt.bridge@ml.com

Add to address book

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Kristen Buxton

Vice President

Intl Private Wealth Advisor

425.990.2192

425.990.2192

kristen.buxton@ml.com

Add to address book

Read Bio