Branch Office Profile
The Virginia Beach office has one primary goal: to help affluent households and business owners achieve their financial dreams.
While we have our own team of 20 experienced Merrill Lynch Financial Advisors —many with professional designations—we regularly speak to and team with Financial Advisors in our other regional offices so we can help shape client recommendations that reflect our combined knowledge, independent thinking and powerful resources.
We offer clients access to Merrill Lynch specialists from all over the globe, and help in areas such as estate planning services, philanthropic endeavors, investments, income management, concentrated stock strategies, retirement and wealth transfer.
A major advantage we have over our competitors is the ability to provide clients with access to our team at Bank of America. We review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also gain access to the Global Commercial Banking group, which offers strategies and solutions for companies, government agencies and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion. We help clients fully integrate and manage all the pieces of their financial lives.
Call to discuss how a Merrill Lynch Financial Advisor can assist you.
Kevin P. Furey, CRPC®
Vice President-Wealth Management
Resident Director-Wealth Management
208 Golden Oak Court, Suite 400
Virginia Beach, VA 23452