Heinrich Brandt

Katherine Knapp is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 22 years of experience to her role. She specializes in family wealth management strategies, managing new wealth, retirement income planning, and addressing the unique financial needs of women. Katherine emphasizes a personalized approach to financial advising, collaborating with clients to identify their priorities and create tailored plans that align with their long-term goals. Her expertise extends beyond investment management to include guiding clients through the complexities of life changes and financial transitions. Katherine focuses on key life priorities such as family, finances, health, home, leisure, work, and giving, assisting clients in navigating these areas while maintaining clarity and direction. Katherine holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an Accredited Certificate from Chesapeake College. Outside of her professional work, Katherine enjoys boating, hiking, running, and spending time with her family, particularly at her vacation home near Deep Creek Lake.