KATHLEEN DELONG
Managing Director; West Los Angeles
Senior Market Executive
Merrill Lynch Wealth Management Kathleen DeLong has quickly risen within Merrill from her start as a financial advisor helping clients achieve their investment and retirement planning goals to being appointed to executive leadership roles. She was recently brought to Los Angeles to lead one of the largest and top-producing Merrill regions in the country: three key Merrill offices in the West LA Area – Beverly Hills, Century City and Santa Monica. This flagship market consists of 120 financial advisors and 85 support staff, operations and management teams serving high-net-worth individuals, families and businesses with current combined assets under management of $26 billion (a nearly 14 percent increase since she was named to her new position).
DeLong and team strive to create a culture of sharing and innovation in the market, where advisors help clients manage both sides of the balance sheet to achieve their goals through a tax-efficient strategy.
Return to Index.
Read the full article here
