Katie Tan, Financial Advisor

FINANCIAL ADVISOR
Katie Tan

AAMS™
801 E Morehead St Ste 307, Charlotte, NC 28202opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Gina Ayscue
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 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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