Katy plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts.
As a CERTIFIED FINANCIAL PLANNER™, Katy takes a holistic approach to financial planning by considering a client’s short-term and long-term goals.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing an exceptional client experience while helping advisors do the best job possible.
Before joining our team in October 2022, Katy was a Client Specialist at First Horizon Advisors. She earned a bachelor’s degree in Banking and Finance from The University of Southern Mississippi.
Originally from Chattanooga, TN, Katy lives in Chattanooga with her husband, Clint, and children, Brady and Emma. In her free time, Katy enjoys watching her children plays sports and spending time with friends and family.
Email: katy.cottle@firstbankonline.com
Phone: 901.828.5910
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.