Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kathryn(Katie)O'Dell Bailey,CRPC®, CRPS®, ADPA®
Senior Financial 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
Katie joined Merrill Lynch Wealth Management in 2006 after a 20-year career in marketing, asset management and entrepreneurship. Her mission is to help executives, families and business owners preserve and grow their assets by providing investment and 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 trust, sound professional advice and top-notch customer service.
Part of helping clients clarify their financial vision is creating a strategic road map that will help them stay on track and move forward in achieving 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 holds a Chartered Retirement Planning CounselorSM designation and the Accredited Domestic Partnership AdvisorSM 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 executives, 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 monitoring 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 more solidly toward 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 women in transition—divorcees, widows and inheritors. I strive to serve them with close attention, sensitivity and discretion. I use my extensive experience to offer knowledgeable strategies for clients approaching or in retirement. 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.
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
University of Tennessee System
Our experts examine the forces that are changing the world – and how they may impact your life
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 offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.