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portrait of Katrina E Williams
FINANCIAL ADVISOR

Katrina E Williams

565 North Main, Ashland, OR 97520opens in a new window
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About Katrina

Empowering clients to reach their financial goals is our passion. We help clients become confident in their financial decisions. We do that by creating personalized financial strategies to meet their unique financial goals, and we partner with clients throughout their lifetimes to help them stay on track.

The clients we serve best prefer a personal, more customized approach to creating a strategy and appreciate guidance that is common-sense, straightforward and easy to understand. Our clients' best interest is most important, and we take time to get to know their goals, needs and current financial situation prior to discussing suitable investments...

Focus Areas

  • College Savings
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Insurance & Annuities
  • Wealth Strategies

Work History

  • Edward JonesJune 1997 to Current

Personal Interests

  • ATVs
  • Community Outreach
  • Hiking
  • Photography
  • Spending Time with Family

Team Members

  • Michelle Ahlin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(541) 488-4368

Fax

(888) 203-9540

Office Address

565 North Main
Ashland, OR 97520opens in a new window

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