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Katie Brown, Financial Advisor

FINANCIAL ADVISOR
Katie E Brown

CFP®, CRPC™
3186 Alabama Highway 157, Cullman, AL 35058opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Katie

I believe in family and hard work. These are the drivers that motivate me to serve my clients well. The way that I love my family and the time spent enjoying different experiences together is ultimately the same driving force that motivates many of my clients. I recognize that you have worked hard to get to retirement or that you are working hard now to build a life you love and a retirement on which you can depend. As your financial advisor, I don't take that lightly. It's an effort to be celebrated!

My husband, Russell, and I have two young...

Work History

  • Edward JonesDecember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Alabama-TuscaloosaMaster of Science
  • Auburn UniversityBachelor of Science

Personal Interests

  • Dancing
  • Spending Time with Family
  • Traveling
  • Music
  • Walking

Team Members

  • Sharon Sandlin
    Branch Office Administrator

Send Me a Message

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(256) 739-0111

Fax

(888) 241-3505

Office Address

3186 Alabama Highway 157
Cullman, AL 35058opens in a new window

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