Kaitlyn Meelan Sawyer

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2016 → 05/2020
  University Of Missouri- Columbia
  Columbia, MO
• 01/2017 → 05/2017
  Missouri House Of Represenatives
  Jefferson City, MO
• 06/2019 → 08/2019
  Bank Of America
  Chicago, IL
• 07/2018 → 08/2018
  Amazon
  Crest Hill, IL
• 09/2018 → 12/2018
  Smith And Parnell
  Columbia, MO
• 08/2020 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*2557267, Entity Type: Entity Charitable, Name of OBA: Public Interest Law Initiative, Address: Chicago, Illinois, 60602, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/14/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Would like to connect with more early career lawyers for business development purposes. Would be involved with engaging in members via the membership directory. Send emails to current members and alumni to get involved and stay active participants.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-15