Merrill
47yrs
Top advisor by experience in Cincinnati
9yrs
Katie Andrews has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Katie has been with Merrill since 2021. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office5905 E Galbraith Rd, Cincinnati, OH 45236
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMerrillCurrent firm
Contact Katie
5905 E Galbraith RdCincinnati, OH 45236Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Katie
Tailored to Katie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Katie
How do I contact Katie?
Call Merrill at (800) 637-7455 and ask for Katie Andrews. Katie works from the Cincinnati, OH office.
How long has Katie been a financial advisor?
Katie has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Katie hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Katie a fiduciary?
Katie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katie paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Katie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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