Merrill Lynch Financial Advisor Justin Kilby
Why pick this one
Merrill Lynch Financial Advisor Justin Kilby serves families, trusts, nonprofits, and small businesses with individualized, income-oriented wealth strategies in Greensboro.
Best for
- Families seeking individualized wealth strategies
- Trusts and nonprofit entities needing investment planning
- Small businesses seeking wealth management
- Clients planning retirement, education funding, or wealth transfer
- Business owners considering diversification of business interests
- Clients pursuing family foundations or philanthropic legacies
Specialties
- individualized income-oriented wealth strategies
- retirement planning
- education funding strategies
- wealth transfer planning
- philanthropy and family foundation planning
- business-interest diversification
- tax-minimization strategies
What makes them different
- Focuses on families, trusts, nonprofit entities, and small businesses
- Develops individualized, income-oriented wealth strategies
- Oversees assets in excess of $875 million as of May 2026
- The organization is the successor to a wealth management and investment group dating back to 1980
- Justin Kilby received Forbes Best-in-State Wealth Advisors recognition for 2019 and 2021-2026
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd Ste 400, Greensboro, NC 27408
- Phone
- 3365744665
- Website
- https://advisor.ml.com/sites/nc/greensboro-nc/rkgroup
Services
- financial planning
- investment management
- wealth management
- legacy planning
- banking and lending solutions