Katey is responsible for maintaining a high level of service while handling administrative aspects of client relationships. She handles the opening of new accounts, transfers, document processing and ongoing account maintenance. She is currently studying for the Series 7 license and is also planning on taking the Series 66.
Prior to joining the AB&E group of Raymond James, she was a Branch Operations Specialist here at Raymond James, beginning her experience in the Financial Industry for the last two years. Katey graduated from Benedictine University with a Bachelor's degree in Accounting* with a Personal Financial Planning concentration.
As a local Chicagoan, she enjoys reading, crafting, cooking, trying new restaurants, adventuring to places in the city and spending time with family & friends.
*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.