Kaitlyn Sawyer
Financial Advisor, Senior Portfolio Advisor - Relationship Builder and Problem Solver
- Role
- Financial Advisor at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Kaitlyn Sawyer
Kaitlyn began her journey at Merrill as a summer intern during college. After graduating from the University of Missouri with a degree in Economics and Political Science with honors, Kaitlyn began working at Merrill as a junior associate on a successful Merrill Lynch Wealth Management team in Chicago. From this experience, Kaitlyn has been fortunate to have found success at Merrill and has been growing her practice by delivering a bespoke, high-touch advisory practice. Throughout her time at Merrill, Kaitlyn has homed in on fine-tuning cultivating client relationships, building her investment and planning acumen and prioritizing client service. Today, Kaitlyn\'s clientele features successful finance and sales executives, medical professionals, and retirees. When working with clients, Kaitlyn prioritizes long-term asset allocation, cash optimization and liquidity strategies. This starts with a conversation with a client on their goals and blossoms into a vision demonstrated through a comprehensive wealth planning review and matriculates into crafting a customized Merrill Personal Wealth Analysis™ to crystalize a client\'s financial future. Kaitlyn views managing a client\'s financial life as a privilege. This drives her dedication to client service and fine tuning her craft. Throughout her career as an advisor, Kaitlyn has obtained the Accredited Asset Management Specialist™ and the Accredited Wealth Management Advisor™ professional designations through the College for Financial Planning Institutes Corp. Email: k••••••@ml.com Phone: 31••••••74 *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo and Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
May 2020 — Present
Education
University of Missouri System
Bachelor's Degree
2016 — 2020
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