Kevin Key, CRPC™

Researcher
DISC Type : Cs

Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management

Charlotte, North Carolina, United States

Overview

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.

Personality Overview

Cost Conscious

Self-Disciplined

ROI Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care 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.
Digital Economy
Highlights investment opportunities in the digital economy, including cloud infrastructure, data centers, power, and connectivity as drivers of future growth.

Media Appearances

Kevin has no verified media appearances

Work History

9-2011
Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management

Education

1997 - 2001
Bachelor's Degree from University of North Carolina at Charlotte

More Information

Social Presence :

Prographics :

Exp : 14 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kevin

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kevin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kevin

Personality Compatibility


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