Kristin O’Keeffe Merrick

Kristin O’Keeffe Merrick

Financial Advisor

Kristin O’Keeffe Merrick is a money expert and financial advisor at her family-run firm, O’Keeffe Financial Partners, based in Fairfield, NJ. Kristin has over 19 years of investment experience, having spent the first part of her career as a currency trader, and serving most recently as Vice President at Morgan Stanley. Kristin has chosen to use her background and experience towards the empowerment of individuals, families, and small business owners in the challenging world of finance. She is especially excited to work with women entrepreneurs and executives to provide them with creative financial strategies and solutions.

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 ForbesCNBCNY MagazineGirlbossHey MamaMy Domaine, and Coveteur. She is a frequent guest on the Today Show, the NBC Nightly News and Yahoo Finance. Kristin was also recently named as 2020 Badass 50 by InStyle Magazine. 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, Luminary, Twitter, Warby Parker, Forbes, Spring Place, and the Girlboss Rally.

Kristin is a firm believer in financial literacy for all and is a strong advocate for narrowing the gender pay gap and increasing the overall wealth of women.  She serves as a director on the Ridgewood YMCA Board of Directors and is a strong advocate of Moms Demand Action, EVERYTOWN, and Planned Parenthood. She lives in Ridgewood, NJ with her two sons and her husband. She is a graduate of the University of North Carolina at Chapel Hill and New York University.

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