Karen Ann Goulding
Advisor at Merrill — Vancouver, WA E 6th Street
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
39 years
Location
Vancouver, WA 98660
Merrill
Institution
Karen Goulding is Senior Resident Director at Merrill, where she collaborates with individuals and families to provide investment planning and wealth management strategies tailored to their personal, family, and professional goals. Drawing on her experience and the resources of Merrill and Bank of America, she develops flexible financial plans that address college education planning, family wealth management, socially responsible investing, tax minimization, and other specialized areas.
Karen grew up in Salt Lake City, Utah, and earned a Bachelor of Economics degree from the University of Utah. She began her career with Merrill in Salt Lake before relocating to the Portland, Oregon office in 1991. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA).
Active in her community, Karen volunteers with nonprofits and currently serves on the board of Donate Life Northwest, which advocates for organ, eye, and tissue donation. Her personal interests include biking, hiking, music, reading, skiing, yoga, traveling, and spending time with her family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Vancouver, WA E 6th Street
101 E 6th Street
Vancouver WA 98660
Advisors at this office
19
Texas · Washington
39 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Portland, OR
Merrill
1989 - Present • 37 years
Portland, OR
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Accountant / CPA / tax prep
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Lawyer
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