Kaitlyn Cruse

About Kaitlyn Cruse

I\'m a Wealth Management Advisor with a passion for helping successful individuals and families turn complexity into clarity-especially when it comes to minimizing taxes, planning income in retirement, or navigating major transitions like inheritance or divorce. My journey started as the firstborn of four, the first to graduate college, and the daughter of a family that struggled financially making lasting impressions. I\'ve worked from the ground up-with the grit of a student-athlete, the heart of a military spouse, and the perspective of a mom-to build a career where I now lead an industry-recognized team. Since 2008, I\'ve been fortunate to work with clients across the country who have $2M+ in investable assets and are looking for more than just investment advice-they want a partner. Each year, I intentionally take on 3–5 new relationships to help ensure every client receives deeply personalized attention. If you\'re looking for a long-term advisor who values trust, strategy, and proactive planning, I\'d love to connect. Kaitlyn M. Cruse Senior Vice President Wealth Management Advisor Portfolio Manager Retirement Accredited Financial Advisor k••••••••@ml.com 61••••••69 Cruse Wealth Management Group Merrill Lynch Wealth Management *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Jun 2008 — Present

   Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.**Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Education

• University of New South Wales, Sydney, Australia

  Other

  2007 — 2007

• Bryant University, Smithfield, RI

  Bachelor's Degree

  2004 — 2008

Skills

• Employee Benefit and Business Strategies
• Uniform Combined State Law
• Small Business Strategies
• Series 7
• Corporate Retirement Plans
• Business Financial Strategies
• Education Planning
• Microsoft Office
• Charles River Ims
• Powerpoint
• Microsoft Excel
• Bloomberg
• Investing for Women
• Generational Wealth Transfer
• Behavioral Finance
• Wealth Management
• Series 66
• Asset Allocation
• Mutual Funds
• Risk Management
• Investments
• Liquidity Events
• Equities
• Outlook
• College Education Planning
• Family Wealth Management Strategies
• Income Planning
• Financial Education
• Advice and Guidance
• Series 65
• Estate Planning Strategies
• Salesforce.com
• Foundations and Trusts
• Financial Services
• Retirement Planning
• Series 63