PROFESSIONAL PROFILE

As a Merrill Lynch Financial Advisor and Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., my objective is to develop long-term financial advisory relationships that are unique to each and every client. It has been my practice of over 21 years to employ a systematic approach to planning and investing consisent with each of my clients' investment goals and risk/reward tolerance.

Through Merrill Lynch, my team and I are able to provide a wide array of financial/investment services for affluent families of all definitions: traditional, single and domestic. These services include in-depth financial solutions, retirement planning, college planning and investment portfolio management. Our practice also focuses on working with our clients' estate advisors to develop their estate plans. Top-rated research and the expertise of Merrill specialists support our endeavors.

My commitment to my community and our clients has been reflected in my volunteerism through board and office positions in Florence Rotary, Northern Kentucky Estate Planning Council, Financial Planning Association of Greater Cincinnati, Forward Quest Leaderhsip Task Force, Cincinnati Branch of the English Speaking Union and the Kentucky Symphony.

I grew up in Iowa and the Washington, D.C. area, where I received both my B.A. and M.A. degrees from the University of Maryland in College Park, MD. I have lived in the greater Cincinnati area for thirty years and presently live with my husband Bob Amott in Park Hlls, KY. My son Sean lives with his wife Hiroko and children in Marysville, OH, and my daughter Katie lives and works in Cincinnati.