Mary Katherine Linn, CRPC™

Mary Katherine Linn is Vice President and Wealth Management Advisor at OpenArc Corporate Advisory. She works with individuals and families to help develop financial strategies that reflect their unique goals and circumstances. Her approach emphasizes relationship-building and personalized planning, with a focus on retirement and wealth management.

Mary Katherine takes time to understand each client’s time horizon, risk tolerance, liquidity needs, and investment objectives. She aims to make financial planning approachable and clear, helping clients navigate decisions with confidence.

She holds Series 7 and Series 66 licenses and is a Chartered Retirement Planning Counselor℠. Mary Katherine began her career at Merrill Lynch in 2019 as part of the Global Corporate and Institutional Advisory Services group after earning degrees in Economics and Finance from Wofford College.