Katie Banis | Boston, MA Financial Advisor | Adviser Investments
Katie Banis
Account Executive
617.321.2200 Contact Katie
617.321.2200

Katie Banis

Account Executive


Background Experience

In her role as an account executive, Katie is responsible for discussing any changes in clients’ financial situations, managing accounts and ensuring all service needs and concerns 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 is studying to become a CERTIFIED FINANCIAL PLANNER™ professional. In her spare time, Katie can be found hiking, reading or walking her two French bulldogs, Kazie and Kirby. A lifelong Boston-area resident, she lives in Newton.

Call: 617-321-2200
Address

85 Well 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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