Robin Ely
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
Robin Ely is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012 after a 25-year career as an institutional equity trader. Robin collaborates with a team of Merrill Lynch advisors and client associates to provide clients with comprehensive financial strategies that consider the full scope of their individual and family goals and financial resources. Her approach includes utilizing the resources of Merrill Lynch, Bank of America, and the Bank of America Private Bank.
Robin's expertise encompasses wealth transfer, retirement and estate planning, private money management, concentrated stock strategies, and ESG/Impact Investing implementation. She serves a diverse clientele, including extended families, corporate executives, 401(k) plans, and business owners. Robin holds the Personal Investment Advisor (PIA) designation and a Bachelor of Arts in Business Administration from Colby-Sawyer College, where she was captain of the lacrosse team. She is an alumnus of Montclair High School in Montclair, NJ, where she played varsity field hockey and lacrosse.
In addition to her professional work, Robin volunteers with the RVNA of Ridgefield and has experience as a youth lacrosse coach and former regional hospice volunteer. She resides in Ridgefield, CT, with her husband and their two children. Robin's personal interests include golfing, lacrosse, cycling, cooking, contemporary art, and photography.
Expertise
Wealth management
ESG / Sustainable investing
Concentrated stock management
General estate planning guidance
Multi-generational wealth transfer
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Women Professionals
Mid-Career Professionals
Parents
Work history
bank of America, N.A
2012 - Present (14 years)
Merrill Lynch, Pierce, Fenner and Smith Incorporated
2012 - Present (14 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.
John Q
CFP®, Series 66
Carolina Beach, NC
Edward Jones
Teresa C
CFP®, Series 66
Bolivia, NC
Edward Jones
Jeremy H
Series 66
Bolivia, NC
Edward Jones
Adam P
Series 63, Series 66
Southport, NC
Edward Jones
Kevin T
Series 66
Boiling Spring Lakes, NC
Edward Jones
Katherine L
Series 63, Series 65
Bald Head Island, NC
Merrill
Katherine Larsen is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads a team of seven professionals dedicated to helping families invest and grow their wealth in alignment with their values. She founded The Larsen Group in 1994 with a focus on delivering disciplined, planning-based wealth management strategies combined with personalized attention. Katherine has developed long-term relationships with high-net-worth families, often spanning multiple generations, and emphasizes integrity, strong work ethic, and consistent client communication in her practice. Her expertise encompasses a holistic approach to wealth management that goes beyond investing to include retirement income planning, wealth transfer, philanthropy, and education financing. Katherine is a qualified Portfolio Manager who constructs investment portfolios utilizing carefully selected third-party managers. She holds the Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. Katherine earned dual Bachelor's degrees in Finance and Fine Arts from the College of William & Mary. She serves as a board member of the Edgeworth Borough Council in Sewickley, Pennsylvania, where she has lived for over 30 years with her husband, Douglas, and their three children. Outside of work, she enjoys hiking, swimming, and gardening.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")