Katrina S. Johnson is a Santa Fe-based financial advisor and is a member of The Andrews Group team based in Manhattan, New York. committed to providing professional wealth management, advisory services and financial strategies for her clients. With over a decade of experience in the financial services industry, she understand the diverse needs of her clientele - ranging from entrepreneurs, small business owners, high- net-worth individuals, retirees and women in transition. She helps plan for long-term financial independence, applying a confident and consistent approach to her management practice. Prior to joining Merrill Lynch Wealth Management, Katrina held an Investment Officer position at Los Alamos National Bank; and sales and services positions at Thornburg Investment Management, serving both domestic and international clients.
Katrina is a graduate of the University of Texas at Arlington where she earned a Bachelor's of Science degree in Biology. She holds the Series 7 and Series 66 FINRA registrations.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.