Kathryn Banis | Boston, MA Financial Advisor | Adviser Investments

Kathryn Banis

Senior Relationship Manager

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 is studying to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. In her spare time, Katie can be found hiking, walking her French bulldog, Kirby, or volunteering with local animal rescues.

View More

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Truly Personalized Wealth Management

Tailored advice, every time.

Contact Us

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.