Director of Investment Operations
With more than 17 years of financial services experience, Katie strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.
Katie’s experience prior to joining WeberMessick includes leadership, compliance and operations with Morgan Stanley Smith Barney, Wells Fargo Advisors and most recently Ameriprise Financial. She is extremely well prepared to deliver the high level of service we strive to provide you.
Katie graduated from the College of William and Mary with a Bachelor of Arts in History and currently has her Series 7 (General Securities Representative), Series 9/10 (General Securities Sales Supervisor), and Series 66 (Uniform Combined State Law Exam) registrations held through LPL Financial and Life and Health licenses. Away from the office she enjoys running, cooking, and spending time with her husband and three children.