Kyrstie Wootten
,
Senior Financial Advisor
123 North 7th Street
Grand Junction, CO 81501
970.263.2178
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Kyrstie and her husband, Bryan, live in Grand Junction, CO. Her husband has been a firefighter since 2000. Together they have a beautiful girl named Izzy, and a handsome little boy named Bennett. Kyrstie and Bryan are very active. When not at the gym, they frequent the trails on the Colorado National Monument, play outdoor pickleball and are always looking for a pool to hang out at. They spend a lot of time in the kitchen, too! Kyrstie and Izzy enjoy baking, while Bryan can whip up some amazing enchiladas.
When it comes to investing, Kyrstie's passion for the markets and helping individuals and families navigate saving, is evident in her process. She obtained her CFP® certification in October of 2020, and completed her master's degree in financial planning in 2023. She takes the time to get to know you and your vision for the future. The research available to her through Merrill is some of the best on Wall Street. With the help of an incredible investment team, she can make the overwhelming world of stocks and bonds not only more manageable, but work for your family so those visions for the future become reality.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Meet Our Professional Staff
Julie Anne Scholes
Officer, Registered Senior Wealth Management Client Associate
970.263.2149
Jennifer Downing
Wealth Management Client Associate
970.263.2144
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John Karsnitz
Investment Solutions Group Portfolio Strategist
Diorvette McKenzie
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Kyrstie Wootten is registered to do business in AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MN, MT, NC, NY, OH, OK, TN, TX, VA, WA, WI.