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.
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