Skip To Content

The Hartman Group

Private Wealth Advisors




Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

About us

Client Commitment

At Merrill Lynch we believe that wealth is not just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation your Merrill Lynch advisor can recommend a wide variety of financial services to help you pursue your goals, assist in tracking progress and make adjustments along the way putting you—not the market—at the center of all we do.

Our Dedicated Team

James Hartman, CPWA®, CRPC®

Private Wealth Manager, Senior Vice President - Wealth Management

Jim started his career in the financial services industry in the Audit and Business Advisory Division of Arthur Andersen & Co. in 1990. In 1993 Jim earned his Certified Public Accountant designation and in the same year joined Legg Mason’s Private Client Group. Jim joined Merrill Lynch in 2007 and in 2011 attained the designation of Certified Private Wealth Advisor® (CPWA®) from the Investment Management Consultants Association (IMCA®). In addition to earning the designation Jim also is a member of the CPWA® test item writing committee developing test questions to be used in the certification process.

Jim holds his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. In addition to the above Jim also holds the Series 7 and 66 FINRA Registrations.

Please note that Jim does not provide legal or tax advice in his role at Merrill Lynch.

Kristin Hartman, CFP®

Wealth Management Advisor, Assistant Vice President

Kristin began her career as a financial advisor at Legg Mason in 1998 and in 2000 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Board of Standards, Inc. Her strength is in the wealth management planning area and developing appropriate retirement planning strategies.

She graduated Magna Cum Laude from the University of Maryland with a Bachelors of Science. In addition to the above Kristin also holds the Series 7 and 66 FINRA registrations.

Kristin resides in Annapolis, MD with her husband Jim and her three children Sophia, Alec and Graham. She enjoys gardening, running, windsurfing and scuba diving. Additionally Kristin has volunteered extensively at the Calvary United Methodist Church and served as commissioner and coach for Broadneck Area Youth Sports Field Hockey.

Robert Norton, CFP®, CRPC®

Financial Advisor

Rob’s career began at the Merrill Lynch Retirement and Benefits Contact Center in Jacksonville, Florida where he started in September of 2012. During his time there he consulted participants in some of the most complicated institutional plans that were administered by Merrill Lynch. These included Defined Benefit, Defined Contribution, Non-qualified Deferred Compensation, Employee Stock Purchase and Equity Award Plans for multiple Fortune 500 companies including the Merrill Lynch plan for its employees.

Rob joined the Annapolis office as a Financial Advisor in December of 2013 and in March 2016 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally he also holds the Chartered Retirement Planning CounselorSM, CRPC® professional designation awarded through the College for Financial Planning® and his Series 7 and Series 66 FINRA registrations.

Rob earned his Bachelor of Science degree in Business Administration studying finance and insurance from the Darla Moore School of Business at the University of South Carolina where he graduated Magna Cum Laude. He lives in Annapolis and in his spare time enjoys playing golf, boating on the Chesapeake and watching the Gamecocks compete in the SEC.

Katrina Strumsky

Registered Private Wealth Associate

Katrina started working for Merrill Lynch in November of 2012 as a Client Associate in Fort Myers, FL where she diligently worked on behalf her clients and team. She graduated in 2014 and holds a Bachelor of Science degree in Business Marketing at Florida Gulf Coast University in Fort Myers, FL. Katrina joined the Annapolis office as a Registered Private Wealth Associate for the Hartman Group in June of 2015. Katrina holds Series 7 and Series 66 FINRA registrations. In her free time she enjoys spending time with family and friends, running and watersports.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

Meet the team


Latest Thinking

Back to overview

Meet the team