portrait of Katie Tan
FINANCIAL ADVISOR

Katie Tan

AAMS™
CallSend Me a Message

Focus Areas

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

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Gina Ayscue
    Sr. Branch Office Administrator

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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

Phone

(704) 333-6310

Fax

(888) 219-9251

Office Address

801 E Morehead St Ste 307
Charlotte, NC 28202opens in a new window

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