Karen Wackerbarth
Financial AdvisorKaren Wackerbarth is a Financial Advisor at Raymond James Financial Services. Karen is an integral part in our effort to promote growth in our clients’ portfolios as well as help their financial needs for generations to come. She provides clients, who are primarily multi-generational families, customized financial solutions to help grow, preserve, and transition their wealth in a tax-efficient manner. Karen is known for her willingness to meet clients wherever they are and her ability to make the investment management process simple and intuitive.
Before joining Bitnar and Associates Financial Group, Karen was a Principal at Boston Consulting Group, a Manager at Kearney, and an Associate Manager at Procter & Gamble.
Languages
- Bilingual in English and Spanish
Educational Background
- Financial Advisor (Series 7 and 66)
- MBA in Finance, Economics, and Strategy, University of Chicago Booth School of Business (2017)
- Bachelor of Business Administration, University of Wisconsin-Madison (2013)
Personal Interests
Karen and her family live in Seattle and spend the weekends on the beach or in the mountains. She enjoys yoga and all outdoor activities especially biking, sailing, and hiking. She is thrilled to meet you and support you in attaining your financial goals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
