Name: Kent V. Pearce
Title/Position: Managing Director - Investments
Company: Merrill Lynch - The Pearce Group
Business Description: Personal and Corporate Wealth Management
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Bio:KENT V. PEARCE, a Managing Director - Investments and Officer of Merrill Lynch & Co. along with his associates, form one of the firm’s most distinguished Wealth Management Groups. By applying individual talents and expertise, Kent’s Wealth Management Group has been able to offer expert investment advice and guidance to affluent individuals and families, as well as public and private corporations. Working with a select number of clients, the group has been able to successfully merge the resources of one of the world’s largest full-service investment firms with a personalized and thorough approach to wealth management. This focused approach allows the group to first identify client’s short-term and long-term investment goals, and then implement the necessary strategies for achieving these goals.
Individually, Kent has been with Merrill Lynch his entire career and has been recognized every year for his performance through numerous awards and distinctions while still maintaining constant commitment to his client’s needs. In 2009 and 2010, Kent and his team were recognized nationally by Barron’s - the Dow Jones Publication as one of the Nation’s best and most trusted Financial Advisors. In 2007, Kent was recognized by “On Wall Street” Magazine as one of the “Top 40 Financial Advisors under 40 Years Old” in the country and was also featured on the “Baltimore Business Journal’s” list of “Top 40 Business People Under 40” in the region. Kent has formerly served on the Firm’s Regional Advisory Council to Management Board, is an active member of the NASPP (National Association of Stock Plan Professionals), the ACG (Association for Corporate Growth), the CEO Club of Baltimore, the Baltimore Business Forum, the NFL Players Association Financial Advisory Group, and additionally serves on the Board of Directors for the nationally recognized Babe Ruth & Camden Yards Sports Museums as well as the St. Joseph’s Medical Center Foundation Board. Furthermore, Kent has also been recognized within the firm’s elite Diamond Circle, identifying him as one of the firm’s top financial planners and is an authorized Senior Portfolio Manager under the Personal Investment Advisory Program as well as a Certified Special Needs Advisor (CSNA). Kent received a MBA degree from Mount Saint Mary’s University in Financial Management, as well as a BA degree from McDaniel College with a concentration in Economics and Finance.
Currently, The Pearce Group specializes in wealth management and financial services for affluent individuals and families, corporate executives, business owners, professional athletes, foundations, venture capital firms, private and public businesses, including companies interacting with the New York Stock Exchange, AMEX, and NASDAQ Markets.