Katherin Romero
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Katherin Romero
Katherin Romero began her Merrill financial career in 1996. Katherin assists clients and businesses manage their wealth and focuses on offering a comprehensive approach. She begins with listening to a client\'s needs and ensures every strategy works towards the clients goals. This commitment to excellence, together with her integrity, collaborative approach and dedicated work ethic, are among the reasons that some clients have chosen to remain with her for more than two decades and that a number of her relationships span four generations. She aspires to motivate, advise and guide people in transition, executives, closely held businesses, retirees and entrepreneurs as they pursue their financial goals and aspirations. Katherin holds the Chartered Retirement Planning Counselor™, ™CRPC and the NAPA Certified Plan Fiduciary Advisorm CPFA designation. She is also a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third-party investment strategies. She was named to the Forbes \"America\'s Top Women Wealth Advisors Best-in-State\" list in 2023 and 2022.(published annually in February. Rankings based on data as of Sept 30 of prior year.) She was named to the Forbes \"America\'s Top Women Wealth Advisors\" list in 2020 (published on April 21, 2020. Rankings based on data as of Sept 30, 2019) and Working Mother SHOOK Research\'s \"Top Wealth Advisor Moms\"* list in 2020 (published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Management Advisor, Senior Vice President
Mar 1996 — Present
Education
Pennsylvania State University
Bachelor's Degree
1992 — 1995
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