Katie Edwards is a senior advisor with Plante Moran Financial Advisors. She has experience helping clients meet their personal financial planning goals through investment management, portfolio construction, retirement planning, and estate planning.
She has her degree in finance from the University of Dayton and started with the firm in August of 2008. Katie specializes in portfolio analysis for high-net-worth individuals and their families.
Katie is also a member of the Davis Center Graduate Association and serves on the PAWS Chicago Development Board.