Katrina Everett Email & Phone Number

As a seasoned Wealth Management Advisor with over 23 years of experience, I have helped individuals and families achieve their financial goals through a personalized and comprehensive approach to wealth management.Throughout my career, I have developed a deep understanding of the complex financial landscape and have worked with clients to navigate through various market cycles and economic conditions. My extensive experience allows me to offer informed guidance on a range of investment planning topics, including investment management, retirement planning, tax efficient planning, and estate planning strategies.*I am committed to delivering exceptional service and building long-term relationships with my clients. I take a holistic approach to wealth management, which includes developing comprehensive investment plans that align with their objectives and address both short-term and long-term goals. I also collaborate with other professionals, such as attorneys and accountants, to ensure that my clients receive comprehensive advice.* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.This information is intended for use by residents of AL, CA, CO, FL, GA, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, and VT only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

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  Queens University Of Charlotte

  Business