The VIRGINIA BEACH Office

Kevin  P  Furey 
Branch Manager
    REFLECTION III
    208 GOLDEN OAK COURT
    Suite 400
    VIRGINIA BEACH,  VA  23452

    Phone: (757) 631-5500

Zoom
VIRGINIA BEACH Branch Office
delicious
Please wait while the page loads data
Loading Map...
Merrill Lynch Branch Office
VIRGINIA BEACH, VA 

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
(757)631-5556

Client Commitment



Financial Advisors at this Location

 
 
 
 
 
  Michael Jay Borza
  Mark J Toney
 
 
 
  Kevin P. Furey
  Tyler Frech
 
  Greg S. Zittrain
  Laurie Zittrain Jones
  Arthur K. Lundsten
 
 
 
 
 
  Ann Onhaizer
  Jesse King
  Carl Beale
  Josh Harris
 
  James Somers
  Natalie Eden
 
 
  Paul Winslow
  Brian McCarthy
BD78F429 (SCB*******802)