Skip to Main Content
portrait of Kate Somerville
FINANCIAL ADVISOR

Kate Somerville

4311 E Baseline Rd Suite A103, Gilbert, AZ 85234opens in a new window
CallSend Me a Message

About Kate

I was born and raised in North Dakota (the Magic City), where I spent a majority of my time playing sports (specifically softball). Growing up, sports played a large role in my life and shaped me into the person I am today. I went from one extreme to the other when I moved to Arizona in 2015 to attend Grand Canyon University, where I graduated with my Bachelor of Science in finance and economics.

Throughout my college career, I interned in various sectors of the banking, trust, real estate acquisitions and financial services industries. However, I was set on joining...

Focus Areas

  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Divorce Finances

Work History

  • Edward JonesMay 2019 to Current

Education

  • Grand Canyon UniversityBachelors

Personal Interests

  • Yoga
  • Golfing
  • Hiking
  • Personal Fitness
  • Health & Nutrition

Team Members

  • Betsy Alvarado
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(602) 807-6617

Fax

(844) 784-7296

Office Address

4311 E Baseline Rd Suite A103
Gilbert, AZ 85234opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

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.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More