Grand Junction, CO Office

Updated today

Client AUM

$20,732,342,244

Clients

53,863

Advisors

1

Of 540 advisors across 185 offices

Location

Grand Junction CO

Advisors at this office

1

Advisors at this office

Kyrstie W

CFP®, Series 66

Grand Junction, CO

&PARTNERS

Kyrstie Wootten is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing and executing customized financial strategies tailored to the personal goals of high-net-worth individuals and their families. Kyrstie’s expertise spans a comprehensive range of financial areas including taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, allowing her to address the multifaceted nature of wealth management effectively. Kyrstie earned her Bachelor's degree from Colorado Mesa University and completed her Master's degree in financial planning at the College for Financial Planning in 2023. She holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Since obtaining her CFP® certification in 2020, Kyrstie has demonstrated a commitment to providing thorough and personalized guidance, leveraging the research resources provided through Merrill to help clients navigate investment decisions. Based in Grand Junction, Colorado, Kyrstie lives with her husband, a firefighter since 2000, and their two children. She is active in her community through involvement with the Western Slope Pickleball Club. Outside of her professional work, Kyrstie enjoys cooking, hiking, pickleball, and running. Her approach to advising is focused on connecting all aspects of clients’ financial lives to prioritize and pursue the goals that matter most to them.

Wealth management ESG / Sustainable investing Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired Financial Professional Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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