Skip to Content

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

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read
How to avoid benefits missteps after a foreign acquisition
Joseph Rankin
Article July 17, 2018 5 min read
Consumer sentiment declines modestly in early July
Jim Baird Wealth Management
Blog July 13, 2018 1 min read
Consumer inflation edges higher again in June
Jim Baird Wealth Management
Blog July 12, 2018 2 min read