Katie Bartmann, Financial Advisor

Focus Areas

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

About Katie

I was born and raised in Weatherford and graduated from Oklahoma State University in 2007. I met my husband, Bob, in Stillwater and we decided Weatherford is the only place we wanted to raise our daughter, Maggie.

My dad started this Edward Jones branch over 40 years ago and I am blessed to continue the legacy. My dad taught me, "Take care of your clients, and your clients will take care of you," and I live by these words.

I love people and what I do because I get the chance to help my clients in the best and worst of...

Work History

  • Edward JonesJanuary 2012 to Current

Education

  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Cooking
  • Spending Time with Family
  • Yoga
  • Pets
  • Music

Team Members

  • Katherine Smith
    Sr. Branch Office Administrator
  • Te Dragg
    Branch Office Administrator
  • Karri Lancaster
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

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