Katelyn E. Murray,
CFP®, ChFEBC℠ Director of Relationship Management, RJFSKatelyn is a seasoned and credentialed financial professional with a passion for helping clients achieve their financial goals. She approaches each client with humility, recognizing that financial planning is a collaborative journey.
Her focus revolves around empowering clients in their relationship with their finances. By helping to simplify financial complexities and proactively educating clients, she helps people align their financial decisions with the values that matter most to them.
Katelyn earned a Bachelor of Arts in theatre & dance and history from James Madison University in 2013 and an MBA from Averett University in 2018. In addition to the several industry designations she holds, she has a grad certificate in financial psychology & behavioral finance from Creighton University.
Originally from Danville, Virginia, Katelyn splits her time between the DMV and her hometown. Whether advising clients or performing and directing at the Smokestack Theatre in Danville, she brings dedication, creativity and enthusiasm to everything she does.
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.
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