Katie Schwartz, Financial Advisor

FINANCIAL ADVISOR
Katie A Schwartz

ABFP™, AAMS™
7820 Hillside Rd Suite 300, Amarillo, TX 79119opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

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

Send Me a Message

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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

(855) 606-3706

Office Address

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

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