Menu
Katie joined HUB 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 HUB 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.
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.”
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
#1-687092 / #1-888778
© 2023 HUB Retirement and Wealth Management. All rights reserved.