portrait of Katie Tan
FINANCIAL ADVISOR

Katie Tan

AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • College Savings
  • Charitable Giving

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Fax

(877) 271-1555

Office Address

10715 Sikes Pl
Suite 110
Charlotte, NC 28277opens in a new window

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