Katherine Knapp
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
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.
Expertise
General retirement planning
Retirement income strategy
Wealth management
College savings (529s, UTMA, etc.)
Demographic focus
Women Professionals
Mid-Career Professionals
Married/Couples/Partners
Parents
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
William C
CFP®, Series 66
Chester, MD
Edward Jones
Eric I
Series 66
Stevensville, MD
Edward Jones
Ann J
Series 66
Denton, MD
Edward Jones
Heinrich B
Series 63, Series 65
Centreville, MD
Brandt Wealth Advisors, LLC
Nicholas L
Series 66
Stevensville, MD
RCN Wealth Advisors, Inc.
William M
CFA®
Rock Hall, MD
Maxwell Family Office, LLC
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