Merrill Lynch

About Us

Hello, I'm Catherine Polinard, a Financial Advisor and Fiduciary at Merrill Lynch with a passion for helping people achieve their financial ambitions. With over 15 years of experience in business and finance, I've developed a comprehensive, goals-centered approach to financial planning, focusing on your unique needs and circumstances to help you make critical financial decisions with confidence.

As a wife and mother of two, I understand the critical importance of planning your family's future and building a solid financial foundation with a plan you can trust. Whether you're looking to fund your children's college, save for retirement, or become more tax-efficient with business capital, I am your strategic resource in helping achieve your most important financial goals.

I'm a fee-only advisor with Merrill, and am fully committed to always putting your interests first. My clients enjoy personalized service, custom strategies, and the comfort of knowing I'm always just a phone call away. I have access to Merrill's database of resources to help support my clients' financial journeys, including offering education to families seeking financial literacy for generational wealth planning.

Let's connect to discuss your financial goals and how we can work together to achieve them.