Karen Marshalwitz, CRPC®
Senior Registered Client Associate
Karen joined Merrill Lynch in 1997 bringing with her 10 years of experience in accounting, financial services, and life insurance planning. Karen supports all aspects of the wealth management process and effectively assists clients with cash flow and budget management. In 2015, Karen earned the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning. She graduated from The Smeal College of Business at The Pennsylvania State University with a bachelor’s degree in finance. Karen is committed to using her education and experience to offer valuable problem-solving skills to support clients and colleagues.