Edward Jones - Financial Advisor: Katie Smith, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Katie Smith is a Certified Financial Planner (CFP®) based in Knightdale, North Carolina, providing personalized financial advice to clients in the area. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Katie emphasizes the importance of face-to-face consultations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success and prepare for significant life events.

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