Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch financial advisor and steward of your wealth, Katie knows that financial decisions affect the world around you and takes care to make sure your money is directed and managed for responsible growth. As a member of the Gandy Group, Katie draws upon over 30 years of financial services knowledge to provide her clients with customized advice, exceptional service, environmental and social impact strategies, and a disciplined approach to investing.
Ultimately, your finances are part of larger experiences in your life, including your Health, Home, Family, Work, Leisure, and Giving. Katie works with individuals, families, and non-profits to understand their financial situation, risk tolerance, and liquidity needs. She helps her clients articulate their short-term and long-term goals, then recommends a financial strategy designed to achieve them.
Previously, you may have had to choose between personal goals and your commitment to the world. Now, by linking traditional investing, impact investing, and philanthropic endeavors, Katie helps you pursue your financial objectives and deepen your positive impact on the world without sacrificing financial returns.
In both her personal and professional life, she has spent the last decade pursuing her passion for sustainability and finance. She holds a deep knowledge of the impact investing community as a former environmental data sales manager and an institutional municipal bond sales associate. At Trucost, the environmental data arm of S&P Dow Jones Indices, she partnered with asset managers, foundations, and endowments to devise new strategies, indices, and funds directing capital to impact oriented investments. In her wealth management practice, she takes that same care and advisory by helping her individual and institutional clients align their values with their financial investments.
Katie is an active member of her community-- volunteering time and resources to many social impact and outdoor adventuring initiatives including Women in Sustainable Economy (WISE), Friends of the High Line, Women of Dartmouth, Ellevate Network, and Prospect Park Track Club (PPTC). She holds a bachelor’s degree in Environmental Studies and Economics from Dartmouth College.
In her spare time, Katie can be found training for a race, brushing up on her French, volunteering her time, or traveling to a new city at home or abroad.
We along with your tax professional can help you understand how it might affect your investment strategy
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.