Kevin Bruegge
I am a Private Wealth Advisor with The EveloSingerSullivanBruegge Group. We are part of Merrill's Private Wealth Management... | Cincinnati, Ohio, United States
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Kevin Bruegge’s Emails ke****@ml****.com
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Kevin Bruegge’s Location Cincinnati, Ohio, United States
Kevin Bruegge’s Expertise I am a Private Wealth Advisor with The EveloSingerSullivanBruegge Group. We are part of Merrill's Private Wealth Management division and provide tailored financial advice and counsel to private business owners, founders of successful start-ups, senior corporate executives, and affluent families across the country. Through a process that allows us to more deeply understand our client's situations and objectives, we help create individually customized strategies designed to perpetuate wealth, direct philanthropic desires and seek legacy goals, while allowing our clients the freedom to pursue their personal passions. Having been named one of the nation's Top Private Wealth Teams by Barron's (2019 - 2022 *Source: The Barron's "Top 100 Private Wealth Management Teams" list, published annually in April. Rankings based on data as of December 31 of prior year), we maintain a strict focus on delivering the highest level of service. We strive to create tremendous value by coordinating the complete spectrum of our client families financial lives – investments, estate, compensation elections, philanthropy, business liquidity planning, pre and post IPO strategies, etc I obtained my undergraduate degree from Ohio University, where I majored in Finance and Economics, and my M.B.A. from Xavier University. I remain active in the community having served a five year term on the Board of the USO Tribute Cincinnati, which raised awareness and financial support for wounded soldiers and their families. Since 2013, I have served on the Advisory Board of the Salvation Army and as of 2021 I am a board member with the Cincinnati Parks Foundation.
Kevin Bruegge’s Current Industry Merrill Private Wealth Management
Kevin
Bruegge’s Prior Industry
Merrill Private Wealth Management
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Merrill Private Wealth Management
Private Wealth Advisor, Managing Director
Mon Jul 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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FAQ About Kevin Bruegge
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Kevin Bruegge is located at
Cincinnati, Ohio, United States -
Kevin Bruegge is a
I am a Private Wealth Advisor with The EveloSingerSullivanBruegge Group. We are part of Merrill's Private Wealth Management division and provide tailored financial advice and counsel to private business owners, founders of successful start-ups, senior corporate executives, and affluent families across the country. Through a process that allows us to more deeply understand our client's situations and objectives, we help create individually customized strategies designed to perpetuate wealth, direct philanthropic desires and seek legacy goals, while allowing our clients the freedom to pursue their personal passions. Having been named one of the nation's Top Private Wealth Teams by Barron's (2019 - 2022 *Source: The Barron's "Top 100 Private Wealth Management Teams" list, published annually in April. Rankings based on data as of December 31 of prior year), we maintain a strict focus on delivering the highest level of service. We strive to create tremendous value by coordinating the complete spectrum of our client families financial lives – investments, estate, compensation elections, philanthropy, business liquidity planning, pre and post IPO strategies, etc I obtained my undergraduate degree from Ohio University, where I majored in Finance and Economics, and my M.B.A. from Xavier University. I remain active in the community having served a five year term on the Board of the USO Tribute Cincinnati, which raised awareness and financial support for wounded soldiers and their families. Since 2013, I have served on the Advisory Board of the Salvation Army and as of 2021 I am a board member with the Cincinnati Parks Foundation. Merrill Private Wealth Management -
Kevin Bruegge currently works in the
Merrill Private Wealth Management -
Kevin Bruegge specializes in
I am a Private Wealth Advisor with The EveloSingerSullivanBruegge Group. We are part of Merrill's Private Wealth Management division and provide tailored financial advice and counsel to private business owners, founders of successful start-ups, senior corporate executives, and affluent families across the country. Through a process that allows us to more deeply understand our client's situations and objectives, we help create individually customized strategies designed to perpetuate wealth, direct philanthropic desires and seek legacy goals, while allowing our clients the freedom to pursue their personal passions. Having been named one of the nation's Top Private Wealth Teams by Barron's (2019 - 2022 *Source: The Barron's "Top 100 Private Wealth Management Teams" list, published annually in April. Rankings based on data as of December 31 of prior year), we maintain a strict focus on delivering the highest level of service. We strive to create tremendous value by coordinating the complete spectrum of our client families financial lives – investments, estate, compensation elections, philanthropy, business liquidity planning, pre and post IPO strategies, etc I obtained my undergraduate degree from Ohio University, where I majored in Finance and Economics, and my M.B.A. from Xavier University. I remain active in the community having served a five year term on the Board of the USO Tribute Cincinnati, which raised awareness and financial support for wounded soldiers and their families. Since 2013, I have served on the Advisory Board of the Salvation Army and as of 2021 I am a board member with the Cincinnati Parks Foundation. -
Kevin Bruegge speaks the following languages:
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Kevin Bruegge has prior experience in the following industries:
No prior industries available. -
Kevin Bruegge has the following professional experience:
Merrill Private Wealth Management . -
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Kevin Bruegge’s work email addresses are
[email protected] . -
Kevin Bruegge works at
Merrill Private Wealth Management
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