David Kathman

About David Kathman

As a Senior Financial Advisor with Merrill, David is passionate about helping his clients pursue the dreams that are significant to their lives. David\'s passion to serve others was formed over his 30 plus year career as a CPA and business owner, where he experienced firsthand the financial challenges that his clients had experienced. As witness to these challenges, he recognized the need for a professional and caring team to help others realize the life they want and deserve. His process begins with in-depth discovery that allows him to work closely with each client to identify their unique set of needs and financial goals. His focus is on creating an investment strategy that aligns with the client\'s vision for the future and risk tolerance, then executing that strategy and making adjustments along the way. David strives to ensure an experience that allows his clients to feel financially secure and confident in the plan he has designed. Does not give tax or accounting advice in his role at Merrill nor does he use his CPA license in his role as a Financial Advisor. David chose to partner with Merrill because of the breath of financial expertise, investment research and resources available for his clients along with the customer care model that matches David\'s personal service philosophy. David\'s holistic approach to wealth management provides a tailored road map that is designed to ensure every opportunity within the ever changing financial markets are realized. David is a Northern Kentucky native where he resides with his wife Maria and 3 college age children. David is active within the community giving back whenever possible. Most notably, he has served on the Board of Directors for The Family Nurturing Center, St Agnes Athletic Boosters, Covington Catholic Booster Past President, and Elliot Feltner - No Limits for Spinal Cord Injuries.

Experience

1. Senior Financial Advisor

   Merrill Lynch

   Sep 2019 — Present

Education

• Northern Kentucky University

  Bachelor's Degree

  1986 — 1990