Kaitlyn Kimzey is a Santa Fe-based financial advisor with The Kimzey Group at Merrill Lynch Wealth Management. She is committed to helping clients achieve their goals and pursue passions through a comprehensive wealth management approach. With the investment insights of Merrill and banking convenience of Bank of America, Kaitlyn helps her clients make sound financial decisions at every stage of life.
Kaitlyn follows the deep-seated Merrill tradition of participating in the communities we serve. This drives her interest in volunteering with organizations in northern New Mexico. She serves on the board of the Santa Fe Farmers Market Institute.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized financial strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
