Kevin Key, CRPC™ in

Kevin Key, CRPC™

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Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
📍 Charlotte, North Carolina, United States

Kevin Key is an Assistant Vice President and Financial Advisor at Merrill Lynch with over 20 years of experience in the financial industry. He specializes in creating collaborative action plans for individuals and businesses. He holds a Chartered Retirement Planning Counselor™ designation and a bachelors degree from the University of North Carolina at Charlotte.

Kevin is a Chartered Retirement Planning Counselor™, a designation awarded by the College for Financial Planning Institutes Corp.

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Experience
14 Years
Current Role
Financial Advisor, Assistant Vice President
Job Level
Senior
Location
Charlotte, North Carolina, 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

Retirement Planning
Holds a specialized Chartered Retirement Planning Counselor™ (CRPC™) designation and focuses on helping clients achieve their long-term financial goals.
Market Outlooks
Frequently shares insights from the Chief Investment Office regarding market trends, economic growth, and opportunities for investors in the year ahead.
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Career

Work history

9-2011
Financial Advisor, Assistant Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

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Education
1997 - 2001
Bachelor's Degree
University of North Carolina at Charlotte
Social presence
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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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