Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Kathryn(Kate)O'Dell Bailey, CRPC®, CRPS®, ADPA®,CPFA®
Vice President
Senior Financial Advisor
Portfolio Advisor
Merrill Lynch Wealth Management
Tallan Financial Center
Two Union Square, Suite 400
Chattanooga, Tennessee 37402
Direct:423 752 3638
Toll Free:800 284 4548
Fax:423 933 2397
kate_bailey@ml.com
Katie joined Merrill Lynch Wealth Management in 2006 after a 20-year career in asset management and entrepreneurship. Her mission is to help individuals, businesses, and families preserve and grow their assets by providing wealth management strategies and retirement advice that will help them pursue their short-term and long-term financial goals. She believes in building strong client relationships based on proven strategies, sound advice and hands on customer service.
Part of helping clients clarify their financial vision is creating a strategic road map, a goals based wealth management plan that will help them achieve their goals. As part of this process, Katie taps into the financial tools and resources of Merrill to help design the most appropriate strategies for clients.
A competitive athlete, Katie has held a national ranking in tennis. She remains an avid tennis player and served on the Chattanooga Tennis Foundation Board of Directors. She graduated from Mercer University with a Bachelor’s degree in Business Administration and earned an MBA from the University of Tennessee. She also holds a Chartered Retirement Planning Counselor Designation, Accredited Domestic Partnership Advisor designation, the Chartered Retirement Plans Specialist designation, and the Certified Plan Fiduciary Advisor Designation.
Customized Strategies Tailored for You
As an experienced professional in the financial services industry, I pride myself on taking a personal interest in each client, listening to them carefully and creating strategies customized to their specific vision. I serve a small, select client group that includes professionals, business owners, women in transition, domestic partnerships and retirees. Each client is different, and the relationships I build will be based on the profound respect I feel for their individual financial circumstances.
My investing philosophy is to position clients for the long-term. With reviews and frequent client contact, adjustments can be made when changes in a person’s circumstances demand it, to keep a portfolio aligned with evolving needs.
Knowing that clients rely so deeply on their savings to fund educations for their children, or to retire comfortably when the time comes, I put in the time required to seek out opportunities that move them closer to their goals.
I am prepared to spend significant time to help determine which financial services and capital strategies benefit you the most. Many of my clients are in transition—retirees, career changes, divorcees, widows and inheritors. I strive to serve each one with close attention, sensitivity and discretion. I use my extensive experience to offer strategies for clients needing to grow assets or create a cash flow from existing assets. As many clients reach the stage where they want their adult children involved, I can coordinate the needs of these multigenerational relationships, providing continuity for families. I want to continue to build a business based on candid, caring communication, personalized strategies and deep bonds.
I help clients not just by picking investments but by keeping you invested during times of volatility, creating effective asset allocation models, helping to liquidate investments in retirement tax efficiently.
I give advice about commercial and residential lending(NMLS 590295),employee benefits, credit and debt, insurance and estate planning services. If it has to do with money and how to make more of it, keep more of it or spend it down, that's what I strive to do for clients.
When you have a situation in your life that has to do with wealth and how to use it, you need a trusted advisor. I would like to discuss the opportunity to fill that role for you and your family.
When is the best time to talk with me ........ yesterday.
I look forward to your call.
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.
Girls Preparatory School
Mercer University
University of Tennessee System
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.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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. |
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