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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

Manufacturing slips in February; consumer sentiment rises
Jim Baird Wealth Management
Blog March 15, 2019 2 min read
Are interest rates at risk of choking off growth?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
Should investors be concerned about inflation?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
CPI rises 0.2% in February, dips to 2.1% over the past year
Jim Baird Wealth Management
Blog March 12, 2019 1 min read