Fox Wealth Management
Wealth Management Advisor
Senior Vice President-Wealth Management
150 N COLLEGE ST
CHARLOTTE, NC 28255
Phone: (704) 339-2191Email:
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Fox Wealth Management, Located in Charlotte, NC includes Financial Advisor Kent Fox and Senior Client Associate Kathleen Deminski. Kent and Kathleen have a combined 25 years with Merrill Lynch.What we do:Our deepest held principle is to deliver meaningful and attainable financial advice across all aspects of life’s ever-changing journey. From newborns to great-grandparents, our Group takes pride in that we advise three and four generations of families and counting. We are sensitive to those caring for children as well as those caring for parents. Fox Wealth Management also works with businesses and business owners to provide strategic planning services and benefits for the business and its employees. We feel the combination of Merrill Lynch and Bank of America provides our Group vast resources in such a dynamic environment. We encourage you to speak to us about what most keeps you up at night, or a lifelong aspiration. Our goal is to provide a thorough plan you can embrace wholeheartedly. It is our belief we have the experience, we have the tools, and we have the commitment to navigate the strongest of life’s storms while focusing on your personal goals. We want to be your first call when a life changing event occurs.Areas of focus:Risk ManagementTax MinimizationRetirement Planning Services (Individual and Corporate)(CRPC®)Portfolio Construction, Management and Advisory ServicesResidential and Commercial LendingEstate, Trust and Insurance Planning ServicesLong Term Care Planning
Group Bios:Kent graduated first in his department from Penn State University with a BS in Administration of Justice and a minor in Economics. He has worked for Merrill Lynch since 1998 and recently passed the Chartered Retirement Planning Counselorsm Course (CRPC®) administered by the College for Financial Planning®. Additionally, Kent has passed the assessment in the firm’s Personal Investment Advisory (PIA™)Program. Kent’s responsibilities will include; Developing Wealth Planning Strategies, Tax Minimization Strategies , Retirement Account Analysis And Distribution, Business Financial Services and Lending. Prior to attending Penn State, Kent spent three-and-a-half years in the U.S Army where he attended the U.S. Army Ranger Leadership School and served six months in Somalia during Operation Restore Hope. While in the Army, he received the following medals and achievements; Army Achievement Medal, Army Good Conduct Medal, Armed Forces Expeditionary Medal, Expert Infantryman’s Badge, and Distinguished Honor Graduate of Air Assault School. Kent currently lives in Fort Mill, SC with his wife Denise and their three children, Mason, Jules and Brielle.Kathleen earned her Associates Degrees in Applied Science-Chemical Technology and Mechanical Engineering from Middlesex County College in Edison, New Jersey. She began her career as a research technician for Colgate-Palmolive, NJ before moving on to CAD Designer at ARCNET, NJ. Kathleen’s career in Communications Design and construction continued at AeroComm, NJ and Barnes Wentworth Inc. NY. Kathleen relocated to Charlotte, North Carolina where she joined Merrill Lynch. As a Registered Senior Associate, Kathleen's contributions will include all aspects of client service, building client relationships, and account maintenance. Recently passing the Series 7 and Series 66 exams, Kathleen will now be placing client trades as well. Kathleen and her husband Kerry have two children, Joshua and Jourdain.
Kent Fox is registered to do business in:CA, FL, GA, ID, IL, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, VA, VT, WV
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of BAC.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.