Kristin Merrick

At O'Keeffe Financial Partners, our goal is to help people feel confident, educated and empowered when it comes to managing their personal wealth. At our family-run practice, we partner with individuals, families, entrepreneurs and small businesses to help them achieve their financial goals.

After many years working at large banks trading foreign exchange, I transitioned into wealth management and leveraged by background and experience to advise individuals, families, and small business owners in the challenging world of finance. I am especially excited to work with women entrepreneurs and executives to provide them with creative financial strategies and solutions. In the past few years, in addition to building my business, I have discovered a passion for writing about money and have contributed to many publications such as Forbes, Girlboss, CNBC, Hey Mama, My Domaine, NY Magazine and Coveteur. I am a frequent guest on the Today Show, the NBC Nightly News and Yahoo Finance. I also speak about money, investing, and risk management. I have spoken at many companies and venues such as Soho House LA, Ludlow House, The Wing, Luminary, Twitter, Warby Parker, Forbes, Spring Place and the Girlboss Rally.

I am a firm believer in financial literacy for all and a strong advocate to narrowing the gender pay gap and increasing the overall wealth of women.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. O’keeffe Financial Partners is not affiliated with Kestra IS or Kestra AS. Investor Disclosures https://bit.ly/KF-Disclosures