Katherine Larsen
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.
Firm
Merrill
Location
Bald Head Island, NC
Credentials
Series 63, Series 65
Industry experience
31 years
About
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.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Demographic focus
Parents
Women Professionals
Mid-Career Professionals
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1994 - Present (32 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
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Robin E
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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.
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Jeremy H
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Kevin T
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