Katie Elizabeth King
Advisor at Merrill — Weeki Wachee, FL
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 66
Experience Industry experience
2 years
Location
Weeki Wachee, FL 34613
Merrill
Institution
Katie King is a Financial Advisor on the Brander Team at Merrill Lynch Wealth Management, where she collaborates closely with a senior advisor who holds a CFP® certification. In her role, she utilizes the combined expertise and resources of Merrill Lynch and Bank of America to provide personalized financial strategies tailored to each client's specific goals.
Her practice focuses on empowering individuals, families, and businesses to make informed financial decisions, with a particular emphasis on supporting women in finance. Katie's areas of expertise include family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income.
Katie holds a Bachelor's Degree from the University of South Florida and is a Personal Investment Advisor (PIA). She communicates in both English and American Sign Language (ASL). She is involved in the Greater Pasco Chamber of Commerce and contributes to community efforts through the Messengers of Hope Food Pantry. Her personal interests include billiards, camping, chess, cooking, hiking, music, pickleball, spending time with family, traveling, and watching movies.
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.
Weeki Wachee, FL
9231 Cortez Blvd
Weeki Wachee FL 34613
Advisors at this office
7
Florida · Texas
2 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Weeki Wachee, FL
Merrill
2024 - Present • 2 years
Weeki Wachee, FL
Unemployed
2023 - 2023 • 1 year
Wesley Chapel, FL
Pasco County Schools - Zephyrhills High School
2023 - 2024 • 1 year
Zephyrhills, FL
Oasis Outsourcing
2023 - 2023 • 1 year
Zephyrhills, FL
Chuck Lager America's Tavern
2021 - 2023 • 2 years
Wesley Chapel, FL
CogniTutor LLC
2019 - 2022 • 3 years
Winter Haven, FL
Carrabba's Italian Grill
2018 - 2020 • 2 years
Lutz, FL
Unemployed
2018 - 2018 • 1 year
Tampa, FL
University of South Florida
2017 - 2022 • 5 years
Tampa, FL
Mission BBQ
2017 - 2018 • 1 year
Tampa, FL
Sunlake High School Band
2017 - 2018 • 1 year
Land O Lakes, FL
University of Florida
2016 - 2017 • 1 year
Gainesville, FL
Unemployed
2014 - 2017 • 3 years
Land O Lakes, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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