Karianne “Kari” Middleton joined Integrated Wealth Management in January 2010 after seven years at the Global Wealth Management division of Merrill Lynch. Her extensive background in financial services, which focused on commercial banking, credit and portfolio management, includes positions of increasing responsibility at Wells Fargo, City National Bank, and Bank of America.

Kari is completing her master’s degree in taxation and financial planning at San Diego State University. She is also a Legislative Advocate for her alma mater, the University of California, San Diego (UCSD), and works with the governor and legislature on tuition and budget issues that impact all ten UC campuses. She has served on the Cathedral City Financial Advisory Board for the past five years and is a delegate to the Riverside County GOP Central Review Committee. In addition, she’s chairman and board member of the scholarship committee of Desert Hospitality Accountants’ Association; serves on the scholarship committee of the Coachella Valley Alumnae Panhellenic; is a member of the UC Riverside Business Leaders’ Roundtable in Palm Desert; and a board member of DesertArc, an organization dedicated to enhancing the lives of people with developmental disabilities.

As Vice President & Senior Financial Advisor at Integrated Wealth Management, Kari counsels business owners, corporations and high net-worth individuals on estate and retirement planning, asset preservation and diversification, lending, and business succession strategies. Her many clients are based as far south as San Diego.

Kari can be reached at Integrated Wealth Management’s Palm Springs office; Kari@iwmgmt.com; phone: (760) 409-2864; fax: (760) 841-3194.