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Katie Wall, Financial Advisor

FINANCIAL ADVISOR
Katie Wall

CFP®, CEPA®
860 Timber Dr, Garner, NC 27529opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • Portfolio Reviews

About Katie

Experience has taught me that navigating life's joys, storms and opportunities is easier if you approach them with a servant heart, a level head and a great sense of humor.

I focus my practice on creating a safe space for individuals and families to understand their goals and investments, and how we can work together to achieve their goals. Each relationship begins with an initial appointment to fully understand each person's unique situation. Collaboratively, we prioritize financial goals, then create personalized strategies, ensuring space for strategies to evolve based on changing needs.

Initially, I served as a math teacher in Johnston County...

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of NC-Chapel HillBachelors

Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Spending Time with Family
  • Community Outreach
  • Pets

Team Members

  • Beth Mitchell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 773-0663

Fax

(855) 848-9233

Office Address

860 Timber Dr
Garner, NC 27529opens in a new window

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