As a Merrill financial advisor, Karen Anderson and her team are committed to helping clients coordinate all aspects of their financial lives, with an emphasis on preparing for the "what if's" as well as the opportunities that may lie ahead.
Karen joined Merrill Lynch Wealth Management in 2004 with over 20 years of executive sales, marketing and business development experience - first at a major consumer products company and then at a start-up.
Karen is actively involved in the Women's Impact Fund, Davidson United Methodist Church, and the University of Michigan Charlotte Alumni chapter. She lives in Lake Norman with her husband and two daughters.
My mission, first and foremost, is to understand your goals and priorities. To take the time to ask questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be. I then help you design, implement and periodically track a customized wealth management plan that helps you and your family pursue personal financial goals.
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.
