Katie has more than 25 years of experience in the financial services industry, beginning her career in wealth management in 2000. She served as client services director, chief compliance officer, and chief operations officer at Kiely Wealth Advisory Group before the firm joined Mercer Advisors in 2024.
Katie has dedicated her entire career to specializing in client relationships and wealth management. Known for her strong work ethic, Katie is deeply committed to providing the highest level of service to her clients and colleagues. Katie received a B.A. in communication with a concentration in business from East Carolina University.
In her free time, she enjoys spending time with her family, exercising, gardening, and finding ways to give back to her local community.
Asheville
300 Ridgefield Court Suite 309 Asheville, North Carolina 28806