Edward Jones - Financial Advisor: Katie A Schwartz, ABFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Katie A Schwartz is a financial advisor based in Amarillo, Texas, affiliated with Edward Jones. She provides financial planning and investment guidance, helping clients prepare for retirement, save for education, and make tax-smart investment decisions. With a focus on personalized service, Katie engages in face-to-face consultations to understand her clients' unique financial goals. Her practice is dedicated to assisting individuals and families in achieving long-term financial success.

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