Katie Smith

As a client service associate, Katie enjoys working with colleagues who love what they do and are willing to go above and beyond to help meet their clients’ needs. She strives to positively impact every person she encounters, even if it’s just brightening their day with a smile.

Katie’s day-to-day duties include assisting advisors, greeting clients and making sure the office runs as smoothly as possible. She holds a bachelor’s degree in communications with a minor in psychology, from Auburn University.

Originally from Atlanta, Katie lives in Huntsville with her husband, Austin. In her free time, she enjoys spending time with her husband and friends, hanging out with her dog, playing pickleball and golf and trying out new places to eat.