Kevin J King, CAP®, CDFA®, CPWA®, CEPA®, CPFA® in

Kevin J King, CAP®, CDFA®, CPWA®, CEPA®, CPFA®

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Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management
📍 Aventura, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
26 Years
Current Role
Wealth Management Advisor, Managing Director
Job Level
Mid-senior
Location
Aventura, Florida, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Strategic Priorities
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Career

Work history

2-2011
Wealth Management Advisor, Managing Director
Merrill Lynch Wealth Management
6-2005 - 2-2011
Account Vice President, FInancial Advisor
UBS Financial Services
6-1999 - 6-2005
Financial Advisor
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor's Degree
University of Florida
1991 - 1995
High School
Miami Country Day School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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