Katelyn Augustine
Financial Advisor at Merrill Lynch
Based in Fort Mitchell, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fort Mitchell
Industry
Financial Services
Company size
35K
Contact information
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k•••••••@ml.com
Phone
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Background
About Katelyn Augustine
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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