portrait of Kate Mikkelson

About Kate

In 1998, I graduated with a degree in finance from the University of Florida and dreamed of helping people. Little did I know how rewarding this career would be. Finance is a complex topic and I love helping individuals, families and businesses simplify it.

I have a process where I find out what's important to my clients and work as their guide to create a custom strategy. We discuss more than just investments. I help ensure my clients are prepared as we discuss when to take social security, planning for the retirement they envision, education savings and protection strategies. My...

Focus Areas

  • Business Retirement Plans
  • Charitable Giving
  • Divorce Finances
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Basketball
  • Real Estate
  • Volunteering
  • Traveling

Team Members

  • Mary Ann Kahl
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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