Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
M. Kathryn “Katye” Jones, CRPC
Senior Financial Advisor
Working on the Institutional side of Wall Street and now on the retail side of Wall Street has allowed me to gain a well-rounded understanding of Wall Street. With the depth of knowledge of both sides of these markets, I have a heartfelt passion to help my clients put their values into action – especially when life’s greatest difficulties may distract from the financial goals they’ve long envisioned.
I’ve enjoyed a successful career working for Merrill Lynch – devoting my energy and enthusiasm to serving a loyal, multi-generational clientele in Tennessee (and 17 other states). My clients look to me for wisdom and support to help move life forward. With rigorous training and working as an advocate for my clients, I initiate a wealth management approach to high net-worth individuals and families. Primary areas of my practice include Retirement Planning, Long Term care and Life Insurance planning, Business Retirement plans and Special Needs Services.
I obtained the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
Over the years, I have actively supported the YMCA, Alzheimer’s research and served on the Board of Alexian Village of Tennessee (a retirement/healthcare community). I have also presented on Autism at the Autism Symposium at Lee University and ALS (amyotrophic lateral sclerosis) at the Everyday Hero’s Gala in Chattanooga, TN. Inspired by my mother who cared for my oldest with special-needs sister and my other sister who suffered through ALS, I learned early on that life’s challenges can be unforgiving and that helping others is my gift that should be shared. Speaking at various events around the area, I hope to support finding a cure for ALS. Aside from my professional life, one could call a cure for ALS one of my greatest personal passions.
University of Tennessee System
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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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.
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.