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Katie Edwards

Relationship Manager, CFP®, CPWA®
Chicago Wealth Management


As a relationship manager in our Wealth Management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. My specialties include personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.

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I’m a conservative person, but I’ve jumped out of a perfectly good airplane for fun.

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