Ekaterina Petrova
Advisor at Merrill
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.
Advisor at Merrill
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.
Ekaterina Petrova is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients navigate their financial goals and develop strategies tailored to their individual circumstances.
Ekaterina’s professional background includes expertise in legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income planning. She holds a Bachelor’s degree from the University of San Francisco and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ekaterina is proficient in English and Russian.
Outside of her advisory role, Ekaterina participates in her local Homeowners Association and engages in personal interests such as boxing, camping, cooking, hiking, photography, reading, spending time with family, watching movies, and woodworking.
Bank of America, N.A.
2017 - Present (9 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
Bank of America
2011 - 2017 (6 years)
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