Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As we prepare for financial security, we are faced with a multitude of decisions that will determine the probability of success in reaching our goals. Having the experience, knowledge, and understanding of each client’s specific circumstances and opportunities is fundamental to comprehensive wealth management and to Katherine's practice.
Katherine is an experienced advisor who is dedicated to empowering her clients to make well-informed choices as they go through life’s transitions -- retirement, marriage, divorce, new and growing families, death, graduations, inheritance, gifting, elder care, estate planning, and business succession. She focuses on clients’ individual priorities and goals and provides them with the specialized skills and sophisticated strategies to achieve them. Together with her team and Merrill's resources, Katherine creates a positive client experience through education, understanding, implementation, and regular portfolio review.
When evaluating her clients’ financial well-being, Katherine begins by asking basic questions that go to the heart of Wealth Management:
Wealth Management Questions
Spanish & German
UNC - Chapel Hill
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.
August 11th, 2020|3:00 AM - 4:00 PM EST
NOVA Market Webinar
Navigating Uncertain Waters: Preparing for a Post-Pandemic World
Aug 11th, 2020 | 3:00PM-4:00PM EST
Please join us for a discussion around: Navigating Uncertain Waters: Preparing for a Post-Pandemic world.
We are now in the early stages of a downturn that will be more profound, in terms of economic and social magnitude, than the global financial crisis (GFC).
Bryant Shurn (NOVA Market - Associate Market Executive) will lead the discussion.
Our guest speaker:
Richard Herbert – CFA, Institutional Portfolio Manager Templeton Global Macro, Franklin Templeton Investments
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.