Kati Cleary, CFP®, CPFA™

Kati cleary, cfp®, cpfa™

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location of Kati Cleary, CFP®, CPFA™Hyannis, Massachusetts, United States
Phone number of Kati Cleary, CFP®, CPFA™+91 xxxx xxxxx
Followers of Kati Cleary, CFP®, CPFA™393 followers
  • Timeline

    Aug 2015 - Dec 2015

    Compliance Intern

    Lloyd's
    May 2016 - Sept 2016

    Client Information Manager

    Brabo Benefits
    Current Company
    Aug 2016 - now

    Wealth Management Advisor, Vice President

    Merrill Lynch Wealth Management
  • About me

    Wealth Management Advisor

  • Education

    • Plymouth state university

      2012 - 2016
      Bachelor's degree
  • Experience

    • Lloyd's

      Aug 2015 - Dec 2015
      Compliance intern
    • Brabo benefits

      May 2016 - Sept 2016
      Client information manager
    • Merrill lynch wealth management

      Aug 2016 - now
      Wealth management advisor, vice president

      *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

  • Licenses & Certifications

    • Personal investment advisor

      Merrill lynch internal
      Oct 2019
    • Retirement accredited financial advisor

      Merrill lynch internal
      Mar 2019
    • Certified plan fiduciary advisor

      Napa national association of plan advisors
      Dec 2020
    • Certified financial planner

      Cfp board of standards
      Dec 2018
  • Honors & Awards

    • Awarded to Kati Cleary, CFP®, CPFA™
      Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the The Driscoll Group team Published on January 9, 2024. Rankings based on data as of March 31 2023.* *2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance… Show more Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the The Driscoll Group team Published on January 9, 2024. Rankings based on data as of March 31 2023.* *2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. ​ Show less