• Joined January 2025
• Over 16 years of experience in the financial industry, including roles in retail banking, global wealth management, and at a private RIA firm
• Proud mother of two sons
• Enjoys spending quality time outdoors with family and relaxing on the beach

Katrina Timmons is our Senior Registered Virtual Branch Consultant. She is responsible for managing accounts and cash transfers, overseeing the onboarding process, providing ongoing maintenance for your accounts, and scheduling for our financial advisors.