Kristina joined Merrill in 2007 and has since worked exclusively with ultra-high net worth individuals and families, helping to identify and implement custom strategies designed to meet their goals and promote prosperity in their lives. She has had the privilege to serve clients from all walks of life: from U.S. Ambassadors and Pentagon Officials to Tech Executives in Silicon Valley, Real Estate Moguls, Entrepreneurs, and legacy Sugar Farmers in Baton Rouge.
Kristina is constantly in the pursuit of excellence for her clients and in life. She is also a CERTIFIED FINANCIAL PLANNER®, CFP® professional and a Certified Investment Management Analyst® (CIMA®) practitioner and believes in always putting clients’ best interests first. She graduated from the University of Houston, with a concentration in Finance and went on to complete the Program in Financial Planning at Southern Methodist University and the Investment Management Theory & Practice CIMA® program at the Yale School of Management.
Kristina enjoys staying active, leading a healthy lifestyle, cooking & entertaining, and spending time with family and friends. While Kristina serves clients all over the country, she lives in Dallas, Texas with her husband and two children.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs, and goals. Thoughtful advice and guidance are 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.
