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Katina Summers, Financial Advisor

FINANCIAL ADVISOR
Katina Summers

2400 Veterans Blvd, Suite 484, Kenner, LA 70062opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews

About Katina

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth and leave a legacy. We accomplish this by using an established process to build a personalized strategy that will help achieve what's most important to you.

Prior to Edward Jones, I moved to St. Charles Parish to shorten my commute to a local CPA firm in Metairie, LA. With over a decade of prior experience in income tax and accounting services, I decided to utilize my skills in helping people in the financial services industry. I really enjoy...

Work History

  • Edward JonesOctober 2017 to Current

Education

  • Nicholls State UniversityBachelor of Science

Team Members

  • Roselyn Musick
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(504) 375-2149

Fax

(833) 664-3199

Office Address

2400 Veterans Blvd
Suite 484
Kenner, LA 70062opens in a new window

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