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Experience

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.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Specializes In

Additional Thoughts

Market perspectives
Jim Baird Wealth Management
Article September 14, 2018 4 min read
August retail sales disappoint
Jim Baird Wealth Management
Blog September 14, 2018 1 min read
Inflation ebbs modestly in August; CPI dips to 2.7%
Jim Baird Wealth Management
Blog September 13, 2018 1 min read
Five smart financial moves to make when you have extra cash
Ryan Linenger Wealth Management
Article September 12, 2018 4 min read