Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kathryn brings 23 years of experience working with high net worth individuals as the managing partner of The Drew Wealth Management Group. Kathryn uses a strategic process to help her clients build and preserve their net worth. Her current clients consist of companies, non-profit organizations, and affluent families located throughout the United States.
As a CERTIFIED FINANCIAL PLANNER™* professional, Kathryn primarily focuses on helping individuals understand, set, and achieve their goals through her personalized Wealth Management process. Kathryn also has extensive knowledge in financial transactions such as creating a business, selling a business, Retirement Planning, and Estate Planning Needs.
Kathryn is also a Certified Divorce Financial Analyst®** certificate recipient and works with clients other trusted advisors to help reach a fair financial settlement. She works with each party to provide continued wealth and asset management advice.
Kathryn graduated from Oral Roberts University in Business, and currently serves on the Board of Directors for Cross Roads House, the local homeless shelter, as well as The Seacoast Science Center. Kathryn resides in Rye, New Hampshire with her husband, 4 grown children, and their black lab. When they are not enjoying the seacoast of New Hampshire they can often be found enjoying the Squam Lake area.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
**Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™.
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.
Oral Roberts University
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Wealth Management Lending Officer NMLS # 166792
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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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.
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