Katie Schwartz, Financial Advisor located in Amarillo, TX

Financial Advisor
Katie A Schwartz

ABFP®, AAMS®
7820 Hillside Rd Ste 300, Amarillo, TX 79119opens in a new window
New Client Waitlist
Serving clients with $100,000
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Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Physicians
  • Women Investors

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Pets
  • Podcasts
  • Spending Time with Family
  • Wine Collecting/Enthusiast

Team Members

  • Killian Freeman
    Branch Office Administrator
  • Christina Holman
    Sr. Branch Office Administrator
  • Brenda Malamen
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(806) 352-1985

Fax

(888) 412-7971

Office Address

7820 Hillside Rd Ste 300
Amarillo, TX 79119opens in a new window

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