Kristin O'Keefe Merrick
Kristin O’Keeffe Merrick, after 15 years of working on Wall Street, quit to do something that she is passionate about. She provides clients with personalized financial planning based on goals, time frame and tolerance for risk at her family-owned firm. Rather than trying to fit the client into the plan, Kristin is known for her ability to identify opportunities to help businesses and individuals pursue their financial goals and build strategies focused on both current and future needs. She is a firm believer in financial literacy and loves writing and talking about markets, money and investing.
https://instagram.com/thegirlwhosavesmoney
