Katherine Younce
| My mission is to connect you with the right people, customized strategies, and a clear process tailored to your unique financial ambitions. I specialize in helping individuals and families pursue personal goals such as funding children’s education, ensuring retirement security, planning for healthcare costs, and building a personalized wealth management plan to achieve long-term objectives. Every recommendation is based on your priorities and values. My approach seeks to simplify complex financial concepts and bring transparency to investing, turning wealth planning into an empowering journey toward financial confidence and success. |
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Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
