Cathy Sharp Smith

Background

About Cathy Sharp Smith

Cathy Smith is a Senior Vice President and Senior Financial Advisor with the McLaughlin Group at Merrill Private Wealth Management. Cathy works closely with ultra-high-net-worth clients to discern their goals, anticipate opportunities and challenges, and address their priorities with thoughtfulness and care. She works hand-in-hand with patriarchs, matriarchs, and their children and grandchildren, supporting them with the knowledge she has gained from serving similarly accomplished families. Moreover, Cathy connects clients to the resources and capabilities of the McLaughlin Group, a tightly knit team of professionals dedicated to catering to the distinctive needs of multi-generational wealth. With more than 15 years of experience as a Financial Advisor, Cathy is skilled in simplifying the complexities that significant wealth can entail. She is adept in multiple disciplines, including investment management, trust and estate planning services, business and succession planning, liquidity-event planning, philanthropy, and luxury-good acquisition. Forward thinking, she enjoys serving as a discreet sounding board for new opportunities, whether they involve selling a business, starting a new company, financing a plane or yacht, or another inflection point in a client's wealth. A dedicated listener, Cathy believes strongly in facilitating sound communication between and across generations. She looks to optimize the long-term outcomes for the clients she serves, supporting them in their efforts to grow, steward, and transfer their wealth more effectively.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.