Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I work with individuals, families, and business owners to identify their financial goals, assess where they stand relative to those goals, and partner with them to build and implement in-depth financial strategies to help achieve them.
My passion is to inform and advance people in the area of their finances. Clients who have worked to attain a significant level of success require customized financial strategies and recommendations that are designed to preserve and grow their assets. I address all aspects of their financial lives and help clients navigate options available when planning for their financial future.
Understanding - Taking time to gather key information is essential to assess a client’s current financial condition, financial goals, and lifestyle aspirations. Knowing this information is critical to understanding a client’s unique needs, and providing appropriate advice.
Tailored financial strategies - As a Merrill Lynch financial advisor, I leverage Merrill Lynch’s depth of resources, specialists, and research to identify products and solutions that take into consideration client goals, risk tolerance, investment timeframe, and liquidity requirements. Evaluating these factors is key to developing appropriate financial strategies customized to fit each client’s unique financial needs. Emphasis is placed on continued progress towards financial goals, and improving the odds of meeting those goals under various market conditions.
Communication and review - Meeting with clients on a periodic basis to review account performance and make adjustments as required to address changes in the market, financial goals, or their life circumstances. In addition to periodic reviews, Merrill Lynch clients have access to best in class online resources enabling account access, transparency, and visibility to account activity and market information.
I am committed to establishing long term relationships with clients to pursue desired outcomes while building, managing and preserving their wealth for current and future generations of their loved ones. Whatever the need-- asset allocation, education funding, retirement income planning, tax minimization strategies, or estate planning services, we can address it.
Kathryn received her bachelor’s degree in Accounting from Hofstra University and spent most of her career in leadership roles in corporate accounting and finance operations before joining Merrill Lynch in 2016. In her spare time she enjoys spending with family and friends, and watching collegiate and professional basketball and football. She is an active member of the Johnson County Chapter of Jack and Jill of America Inc., the Central Exchange of Greater Kansas City, and a board member for the Kansas City metro chapter of the Princeton Prize Award, and MOCSA's Johnson County Advisory Board.
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through Better Money Habits Volunteer Champions, we work to help area citizens through providing financial education to help people improve their economic mobility..
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #505779
We offer you access to the investing insights of Merrill Lynch 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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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.