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…

Would China retaliate by selling its U.S. Treasury holdings?
Jim Baird Wealth Management
Blog May 23, 2019 1 min read
How do negative global yields affect US bond investors?
Jim Baird Wealth Management
Blog May 23, 2019 1 min read
Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article May 21, 2019 6 min read
Inflation edges higher on rising gas prices
Jim Baird Wealth Management
Blog May 10, 2019 1 min read