Katherine Mendez
Katherine Fuller Mendez follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Her focus then turns to developing strategies and advice to aid in achieving their short and long-term financial adjectives. Katherine began her financial services career in 1982 with a BA in Economics from Barnard College. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc, and the Series 7, 66, 63, 55, 3, and 24 FINRA registrations. Katherine lives in New York City with her husband Raymond Mendez.
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.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
