portrait of Katie Prescott

About Katie

I am inspired every day by the clients I'm lucky enough to work with and meet. I serve as a partner to my clients, guiding them through life events and investment decisions, so they have confidence in their future. Having a relationship is key, we love extending that relationship outside of our office doors celebrating birthdays, retirement and college graduation celebrations. Your success is our success.

Once we understand your priorities, we can identify specific financial goals and develop strategies to work toward achieving them. This will allow us to work together to provide a tailored solution for you because...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Work History

  • Edward JonesDecember 2014 to Current

Education

  • Hardin-Simmons UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Traveling
  • Golfing
  • Reading

Team Members

  • Mandi Sawyer
    Sr. Branch Office Administrator
  • Jennifer Pruski
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

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