Profile

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.

Asset allocation does not ensure profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions..

Banking and lending products and services provided by Bank of America,N.A.

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.