and a deep-rooted commitment to our clients
Katey Beattie headshot
Katey Beattie
Registered Client Service Associate

>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. Katey’s main focus is to ensure a seamless process with the highest standard of service for each client. She holds the Series 7 and Series 66 licenses.

>Prior to joining the AB&E group of Raymond James, she was a Branch Operations Specialist at Raymond James, beginning her experience in the Financial Industry in 2018. Katey graduated from Benedictine University with a Bachelor's degree in Accounting* with a Personal Financial Planning concentration.

>As a local Chicagoan, Katey enjoys reading, crafting, cooking, traveling 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.