SkyPath Private Wealth

In 2022, Kevin Pearly joined up with the team of Jim Rohmann, Steve Filiaci and Kenny Hopkins, and the four Merrill veterans launched their own firm in Summit, New Jersey. Kevin, named to the Forbes Best in State Wealth Advisors list (2018-2022), holds the CFP®, CRPC®, C(k)P® designations. Jim was named to the Forbes Best in State Wealth Advisors list in 2022. Kenny holds the CFP®, CPFA™ designations.