Merrill Lynch Financial Advisor Krystle Atkins

Merrill Lynch Financial Advisor Krystle Atkins is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. Krystle Atkins started her career in wealth management in 2014 and became a financial advisor at Merrill in 2019. Her approach is focused on understanding her clients' priorities to ensure they feel secure and in control of their financial future. She specializes in working with clients who have experienced loss, such as through divorce or death, as well as women in business. Krystle is a Cincinnati native and holds bachelor's and master's degrees from The Ohio State University. She is actively involved in various charitable organizations and workshops aimed at educating people on financial matters. In her free time, she enjoys reading, sports, and spending time with her family and pets.

Merrill Lynch Personal Wealth Analysis™ is used to create personalized financial plans tailored to each client's goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and customized service. The institution focuses on understanding the privileges and responsibilities that come with wealth and the unique aspirations of each client. Krystle Atkins serves affluent families across the United States, with a focus on women in business and individuals who have experienced divorce or widowhood. She understands the challenges and rewards of being a female in a male-dominated industry and is committed to meeting the complex wealth management needs of her clients. By developing customized financial strategies based on risk parameters, cash flow needs, values, and objectives, Krystle aims to empower her clients to feel comfortable, confident, and in control of their finances and future.

The institution emphasizes the importance of building a strong relationship with clients to understand their goals and priorities as they evolve over time. By providing access to the investment insights of Merrill and banking solutions from Bank of America, Krystle works with clients to develop financial approaches that address their individual needs. The team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their goals by understanding their unique preferences and providing personalized advice and guidance. Through the Investment Personality Assessment and ongoing discussions, the institution helps clients navigate changes in their lives and the financial markets to stay on track towards their objectives.

As financial goals change over time, the institution adapts the approach to reflect these changes and help clients reach their desired outcomes. By getting to know clients personally and understanding what matters most to them, Krystle Atkins and her team create financial plans that align with their personalities and priorities. The institution offers a range of services and resources to help clients make informed decisions and navigate the complexities of their financial lives. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Krystle Atkins is committed to helping clients achieve their financial goals and secure their future.