Senior Wealth Strategy Associate
Katie was born and raised in Saint Petersburg, Florida. She is an alumnus of The University of South Florida and The Florida State University where she earned her Master’s of Business Administration and Bachelor of Science in Hospitality and Tourism Management respectively.
Katie began her professional career in the hospitality industry and made the switch to wealth management in September of 2018. She is our team’s Wealth Strategy Associate holding her Series 7 and 66 securities licenses.
Outside of the office, she enjoys volunteering with the Junior League of St. Pete, reading, and spending time with family and friends. She and her husband, Justin, live in Saint Petersburg, Florida with their cocker spaniel puppy, Duglas.
Senior Wealth Strategy Associate
Katie was born and raised in Saint Petersburg, Florida. She is an alumnus of The University of South Florida and The Florida State University where she earned her Master’s of Business Administration and Bachelor of Science in Hospitality and Tourism Management respectively.
Katie began her professional career in the hospitality industry and made the switch to wealth management in September of 2018. She is our team’s Wealth Strategy Associate holding her Series 7 and 66 securities licenses.
Outside of the office, she enjoys volunteering with the Junior League of St. Pete, reading, and spending time with family and friends. She and her husband, Justin, live in Saint Petersburg, Florida with their cocker spaniel puppy, Duglas.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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