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- Trust & Estate Services2
- Education Funding Strategies1
Kristin Anderson is a dual registered Financial Advisor with Merrill Lynch Global Wealth Management Team and Bank of America lending (NMLS#: 1680785). Her pivotal role includes working hard so clients do not outlive their money and fuel their goals. She helps ensure her clients most efficiently plan their work and work their plan understanding the intersection between taxes, real estate and business on their personal life story. Her unique perspective started in 7th grade when her grandfather gave her 1st investment book and has enjoyed investing ever since.
Kristin Anderson Merrill Lynch Chicago
Kristin Anderson enjoys working with Merrill Lynch in Chicago and has worked for more than 10 years including firms; Royal Securities Investments, ADP Retirement Services, and Edward Jones Investments. Currently, Kristin is interested in making her family, city and world a better place one person at a time. She has enjoyed helping elder populations learn new technologies, women rebalancing medications due to mental illness, persons who are hearing impaired, and youth in the city partnering for over a decade with GRIP and Breakthrough. She has run three Chicago marathons and considers her favorite exercise reading, taking in a Ted Talk, or working on a license. Kristin and her husband David find meaning helping with Moldovan diplomatic work, Chinese manufacturing partnerships, government liaison work, student loan debt cases, millennial consulting, running her Bronzeville building's board and volunteering at various business incubators. Though she prioritizes international travel, Kristin and her husband are most at home in Chicago where they have spent more than a decade enjoying the city and raising their daughter. As a Korean American Adoptee from Grand Rapids, MI., Kristin firmly believes everyone should be treated as family.
Kristin Anderson Merrill Lynch Chicago 312.269.5135
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.