Katie Clark, Cfp® Email and Phone Number

With 30 years of planning experience, Katie helps clients identify financial blind spots and educates them on the most appropriate strategies and solutions to consider for protecting, preserving and transferring their wealth. Her specialty areas include estate, income tax and trust planning, life insurance and long term care planning, and business succession, buy-sell and key person planning. Before joining BKA in 2011, Katie was a Divisional Manager at Morgan Stanley with their high-net-worth Wealth Advisory Solutions and Family Office Resources group. She has held both Financial Advisor and regional planning specialist roles with the top financial firms in the industry such as Smith Barney, UBS and Legg Mason, starting her career with Merrill Lynch, in 1995. Katie earned her CFP® designation in 2003 and holds Series 7, 63, 65, Life and Health licenses and is also Long Term Care certified. In 2021, Katie was honored to accept a dual role as Executive Director with BKA Financial, LLC, as part of the newly formed Executive Leadership Team following the loss of BKA's founder, Brian K. Adams. While maintaining her primary responsibilities in working directly with advisors and their clients to help address their planning needs, Katie assists with various areas of the BKA business, providing thought leadership and helping to maximize the firm's growth to drive and support its continued success. She also serves as BKA's co-National Sales Manger, supporting the firm's planning specialists in their business development and wealth planning initiatives."Collaboration divides the task, and multiples the success."