Kathryn Bohr
Financial Advisor
3455 Peachtree Road N.E.
Atlanta GA 30326
(404) 264.2086
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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

Kathryn is a member of the Merrill Global Corporate and Institutional Advisory Services (GCIAS) group. GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits education and individual advice and guidance.
The team assists clients in simplifying their financial lives by focusing on and prioritizing their goals. GCIAS leverages the investment insights of Merrill, along with the banking and convenience of Bank of America to help address the various aspects of clients’ financial lives. In working with clients, they help to identify their primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.
As an advisor, Kathryn commits herself to building relationships with my clients to help ensure that she is developing financial strategies that are tailored to their unique goals. Kathryn is passionate about working together with individuals and families to provide them comfort about their financial picture.

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.
 Asset allocation does not ensure a profit or protect against loss in declining markets.
Investment advice provided to participants relative to plan assets is solely through Advice Access.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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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.
Kathryn Bohr is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.