Client Services Associate
Years of Experience: 1
Katie joined WFG in June of 2018 as Client Services Associate within the wealth management group. A graduate of Longwood University with a concentration in finance, Katie is no stranger to WFG having previously excelled in our internship program in 2017. Her responsibilities include assisting in handling client solutions and preparing for investment review meetings including research and report preparation. Katie has plans to take the Series 7 and Series 66 license exams with an interest in financial planning.
Fun Fact: Don’t mess with Katie. During a lacrosse game she broke the ribs (by accident, of course) of an opposing player.
Personal Information: While a student at Longwood University, Katie was a member of the Lancer Student Investment Fund. She is a data driven professional who often says that “numbers don’t lie.”