Experience has taught me that navigating life's joys, storms and opportunities is easier if you approach them with a servant heart, a level head and a great sense of humor.
I focus my practice on creating a safe space for individuals and families to understand their goals and investments, and how we can work together. Each relationship begins with an initial appointment to fully understand each person's unique situation. Collaboratively, we prioritize financial goals, then create personalized strategies, ensuring space for strategies to evolve based on changing needs.
Initially, I served as a mathematics teacher in Johnston County Schools. Honored to be named Teacher of the Year, I was nominated for numerous awards over the years for my passion in helping others to understand and use data. Later I took on program evaluation, eventually becoming Director of Evaluation and Coaching.
I first joined the Edward Jones family in 2008 when my late husband became a financial advisor. When widowed at 33, I discovered firsthand the importance of having a trusted financial advisor. Dedicating myself to continue this work, I became registered in January 2019 with my Series 7, Series 66, and life insurance and long-term care licenses.
A native North Carolinian, I live in Fuquay-Varina with my husband, John, and three loving dogs. Among other organizations, I actively lead a women's speaker series with Fuquay-Varina Chamber of Commerce. I treasure time with family and in the outdoors. Whether kayaking, working on a needlepoint project or simply enjoying a glass of wine with friends, I can usually be found enjoying the simpler things in life.
When you arrive, you'll be greeted by my office administrator, Noel Parquette. She can happily assist with administrative matters and is here to help each day.
Give us a call to set up a phone appointment, and let's determine if we are the right fit to help you meet your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Portfolio Reviews
My Personal Interests
- Wine Collecting/Enthusiast
- Spending Time with Family
- Community Outreach
- Auto Racing
Office Address860 Timber Dr
Garner, NC 27529
Phone NumberKatie Wall at (919) 773-0663
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