Cookie Notice: This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our Cookie Notice for more information on the cookies we use.

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

You might also like…

Could easy financial conditions help to moderate an economic slowdown?
Jim Baird Wealth Management
Blog July 9, 2019 1 min read
Would a rate cut foreshadow poor performance in the stock market?
Jim Baird Wealth Management
Blog July 9, 2019 1 min read
Weekly jobless claims decline moderately
Jim Baird Wealth Management
Blog July 3, 2019 1 min read
Manufacturing activity slowed in June
Jim Baird Wealth Management
Blog July 1, 2019 2 min read