Katie Perkner
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Katie Perkner Email & Phone Number

Wealth Advisor at MAI Capital Management
Location: Jacksonville, Florida, United States 10 work roles 2 schools
1 work email found @wpbgonline.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@wpbgonline.com
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Current company
MAI Capital Management
Role
Wealth Advisor
Location
Jacksonville, Florida, United States
Company size
169 employees

Who is Katie Perkner? Overview

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Quick answer

Katie Perkner is listed as Wealth Advisor at MAI Capital Management, a company with 169 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at wpbgonline.com and a matched LinkedIn profile for Katie Perkner.

Katie Perkner previously worked as Senior Client Service Specialist at Mai Capital Management, Llc and Financial Wellness Associate at West Point Business Group. Katie Perkner holds Master Of Business Administration - Mba from University Of Florida.

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Email format at MAI Capital Management

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{first}@wpbgonline.com
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Profile bio

About Katie Perkner

As a Wealth Advisor at MAI Capital Management, I provide comprehensive financial planning and investment management services to high-net-worth clients. I leverage my business education skills and credentials, such as the Series 7 and 65 licenses, to help clients achieve their financial goals and objectives. With more than five years of experience in the financial services industry, I have developed strong client service, communication, and analytical skills. I am passionate about delivering personalized and tailored solutions that meet the needs and expectations of each client. I am also committed to continuous learning and professional development, as well as to upholding the highest ethical standards and values of MAI Capital.

Listed skills include Customer Service, Guided Tours, Public Speaking, Microsoft Excel, and 3 others.

Current workplace

Katie Perkner's current company

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MAI Capital Management
Mai Capital Management
Wealth Advisor
cleveland, ohio, united states
Website
mai.capital
Employees
169
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10 roles

Katie Perkner work experience

A career timeline built from the work history available for this profile.

Wealth Advisor Associate

Morgan Stanley

Ormond Beach, FL

© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronici communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.

Jul 2019 - Aug 2021
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 169 employees →

ME Matt Eiben Matt Eiben Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → IN Indah Nurindah Indah Nurindah Colleague at Mai Capital Management Indonesia, Indonesia View → MS Marcus Shellenbarger, Mba Marcus Shellenbarger, Mba Colleague at Mai Capital Management North Canton, Ohio, United States, United States View → DM David Meador, Cepa® David Meador, Cepa® Colleague at Mai Capital Management Little Rock, Arkansas, United States, United States View → TR Teresa Rogers Teresa Rogers Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → HJ Hailey Jackson, Mba Hailey Jackson, Mba Colleague at Mai Capital Management Olmsted Falls, Ohio, United States, United States View → MV Maylyn Villejo Maylyn Villejo Colleague at Mai Capital Management Hong Kong SAR, Hong Kong View → MK Marvin Krüger Marvin Krüger Colleague at Mai Capital Management Berlin, Berlin, Germany, Germany View → MT Mosley Tim Mosley Tim Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → JB Jessica Bartik Jessica Bartik Colleague at Mai Capital Management Stow, Ohio, United States, United States View →
2 education records

Katie Perkner education

FAQ

Frequently asked questions about Katie Perkner

Quick answers generated from the profile data available on this page.

What company does Katie Perkner work for?

Katie Perkner works for MAI Capital Management.

What is Katie Perkner's role at MAI Capital Management?

Katie Perkner is listed as Wealth Advisor at MAI Capital Management.

What is Katie Perkner's email address?

AeroLeads has found 1 work email signal at @wpbgonline.com for Katie Perkner at MAI Capital Management.

Where is Katie Perkner based?

Katie Perkner is based in Jacksonville, Florida, United States while working with MAI Capital Management.

What companies has Katie Perkner worked for?

Katie Perkner has worked for Mai Capital Management, Mai Capital Management, Llc, West Point Business Group, University Of Florida, and Morgan Stanley.

Who are Katie Perkner's colleagues at MAI Capital Management?

Katie Perkner's colleagues at MAI Capital Management include Matt Eiben, Indah Nurindah, Marcus Shellenbarger, Mba, David Meador, Cepa®, and Teresa Rogers.

How can I contact Katie Perkner?

You can use AeroLeads to view verified contact signals for Katie Perkner at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Katie Perkner attend?

Katie Perkner holds Master Of Business Administration - Mba from University Of Florida.

What skills is Katie Perkner known for?

Katie Perkner is listed with skills including Customer Service, Guided Tours, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, and Financial Planning.

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