With over two decades of expertise in financial services, Katie is dedicated to ensuring the precise and prompt handling of our clients' administrative, trading, and operational requirements. Her responsibilities encompass the day-to-day administration of accounts, ranging from opening new accounts to updating existing information, managing account transfers, and addressing inquiries related to statements.
Before joining WeberMessick, Katie held key roles in leadership, compliance, and operations at renowned institutions such as Morgan Stanley Smith Barney, Wells Fargo Advisors, and, Ameriprise Financial. Her wealth of experience positions her as a highly qualified professional ready to deliver the exceptional level of service that we consistently strive for.
Katie earned her Bachelor of Arts in History from the College of William and Mary. She currently holds Series 7 (General Securities Representative), Series 9/10 (General Securities Sales Supervisor), and Series 66 (Uniform Combined State Law Exam) registrations through LPL Financial, along with Life and Health licenses. Outside of the professional sphere, she finds joy in exercising, cooking, and cherishing moments with her family and two golden retrievers.