Katherine Anderson

About Katherine Anderson

I am a Private Wealth Relationship Manager with the Evelo|Singer|Sullivan|Bruegge Group. I recently added \"Mom\" to my job title too! With a background in engineering and over 10 years industry experience, I bring a unique blend of analytical prowess, strategic insight, and human touch to wealth planning. I focus on working with female entrepreneurs and business leaders. I help clients navigate the important financial aspects of growing a business or career including tax savings, pre-liquidity planning, and executive compensation. I also work closely with clients to ensure their families are well prepared for the implications of significant wealth, including educating adult children and mediating family conversations about money. I am proud to have earned the Chartered Financial Analyst® (CFA®) certificate and am also an accredited CERTIFIED FINANCIAL PLANNER® professional. Beyond my professional endeavors, I\'m deeply involved in the arts community in Cincinnati, serving as a board member of the Cincinnati Opera and a member of the ArtsWave Women\'s Leadership Roundtable. Let\'s connect and explore how I can support you in achieving financial success while balancing life\'s demands with confidence and clarity!*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Experience

1. Financial Advisor

   Merrill Lynch

   Oct 2013 — Present

Education

• University of Tennessee System

  Bachelor's Degree

  2009 — 2013