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.}