Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*
My practice works with Physicians & Clinicians, as well as business owners, to reach their financial goals.
Such as:
Financial planning
Practice startup, practice acquisition, expansions or renovation through my access to Bank of America
Sale of practice or business through our Private Sales Referral Network
Establishing Defined Benefit Cash Balance Plans, Employee retirement plans or hosting educational events
Strategies to address student loan debt
Banking or borrowing solutions, including Custom Lending, from Bank of America
Philanthropic interests
Saving for kids' education
To identify your goals we begin with a conversation and specific data to create your custom Personal Wealth Analysis™ (PWA). I then design targeted recommendations to address goals in a disciplined manner, bringing in specialists when necessary. Over time we update your PWA, re-evaluating the analysis, to help make sure you are still on track toward your goals and those of your practice or business. I thoroughly enjoy building relationships with clients through this process.
If you'd like to know more please leave a note or let's schedule a coffee.
About Martha:
Martha has over 20 years of financial service industry experience and holds her Series 7, Series 66, Series 63 & SIE FINRA industry securities registrations. She also holds her GA Life, Accident and Sickness Insurance Agent License.
Martha is a member the North GA Trust & Estate Planning Council, the Rotary Club of Gainesville and serves on the Board of North Ga Community Foundation. In 2023, Martha was named a Paul Harris Fellow by The Rotary Foundation International.
Additionally, Martha was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list
as a member of the Katulka/Spence Team. Published on January 9, 2024. Rankings based on data as of March 31 2023**
She and her teenage son live in Hall County. As of late, they spend time practicing for Paul to get his drivers license and visiting family in NC.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
**2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Retirement Specialist
Bank of America, N.A.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
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