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Cfp® Kathleen Griffin

Financial Advisor

Kathleen Griffin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with more than 15 years of professional experience in consulting and financial advice.1 She currently works as a Financial Advisor at Merrill Lynch Wealth Management.2

Kathleen specializes in working with busy individuals who need assistance in creating solid financial plans that allow them to focus on other aspects of their lives.1 She takes a personalized approach to financial planning, tailoring her process to meet clients at their current level of financial knowledge and expertise.1

Based in the Boston area, Kathleen lives in a suburb with her husband and four daughters.1 Outside of her professional life, she enjoys activities such as rowing, gardening, and spending time at the beach.1

Kathleen holds a Bachelor of Arts degree from the College of the Holy Cross.1 Her approach to financial planning is influenced by her belief that apparent obstacles can often turn into opportunities, as reflected in her favorite quote by Ruth Bader Ginsburg.1

Highlights

Jan 1 · advisor.ml.com
Merrill Financial Advisors in Hingham, MA 02043
Jan 1 · advisor.ml.com
Merrill Financial Advisors in Fort Lauderdale, FL 33301
Merrill Financial Advisors in Fort Lauderdale, FL 33301
Apr 1 · advisor.ml.com
The Evelo|Singer|Sullivan|Bruegge Group - Merrill Advisor Match
May 6 · today.duke.edu
Student Laurels and Honors, 2014 - Duke Today

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Cfp® Kathleen Griffin
Cfp® Kathleen Griffin, photo 1
Cfp® Kathleen Griffin, photo 2
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Location

Greater Boston Area