Katie Banis | Boston, MA Financial Advisor | Adviser Investments
Kathryn Banis
Senior Relationship Manager
617.321.2200 Schedule a Meeting

Kathryn Banis

Senior Relationship Manager

Background Experience

In her role as a senior relationship manager, Katie is responsible for managing accounts, discussing changes in life and financial situations, and ensuring all clients’ service and support needs are met. She joined Adviser Investments in 2013 having worked previously at UBS Private Wealth Management in Boston. Katie graduated from Northeastern University in 2011 with a B.A. in sociology and became a CERTIFIED FINANCIAL PLANNER™ professional in 2022. In her spare time, Katie can be found hiking, walking her dogs, Kirby and Shamrock, or volunteering with local animal rescues.

Call: 617-321-2200

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning

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