Kristin O'Keeffe Merrick Financial Advisor NYC, Los Angeles
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Who am I?

My 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, small businesses and non-profit organizations to help them achieve their financial goals.


Kristin started her career in 2001 on the trading floor at Bank of America. She had her first proper lesson in market volatility when the Twin Towers fell one month into her first job. The wild ride continued for many years as the subsequent recession and the financial crisis soon followed. During her Wall Street career, she worked with the largest money managers in the world, traveled frequently around the US, Europe and Asia to meet with clients, and learned the ins-and-outs of the global macro markets. It was incredibly exciting and she became an expert in markets and investments. When she had her second child in 2014, she knew she was ready for a new challenge. She didn’t have to look too far as her father, John O’Keeffe, proposed the idea of coming to work with him in his growing wealth management business.

Kristin has found the work to be both gratifying and challenging. She also found that helping people build and manage their wealth is extremely important work. In the past few years, in addition to building her business, Kristin has discovered a passion for writing about money and has contributed to many publications such as Forbes, Girlboss, Hey Mama, My Domaine, NY Magazine and Coveteur. She has also been featured on the Today Show. Kristin also speaks about money, investing, and risk management. She has spoken at many companies and venues such as Soho House LA, Ludlow House, The Wing, Twitter, Warby Parker, Forbes, Spring Place and the Girlboss Rally.

Kristin is a strong advocate to narrowing the gender pay gap and increasing the overall wealth of women. She works one-on-one with many entrepreneurs and executives to build personalized wealth management techniques. Kristin also loves to speak and write about money. If you have any press inquiries, email Kristin at


*The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the speakers, and not necessarily those of RJFS. This material is being provided for information purposes only. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.